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Safeguard Estate and Financial

4.9

About this business

Location details

9000 East Pima Center Parkway Suite 150, Scottsdale, AZ, 85258, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.9492 reviews
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Paula N's profile image
Paula N 
a year ago

Safeguard is a very professional company and staff is very helpful and friendly. We would definitely highly recommend their service. 

Sarah C's profile image
Sarah C 
a year ago

We hired Safeguard to do our Living Trust. They were absolutely fabulous in every way - professional, knowledgable, friendly, on target, and we recommend them with out reservation. 

Reg W's profile image
Reg W 
a year ago

Very well organized and confidence building in their procedures.Friendly and efficient staff. 

Michael M's profile image
Michael M 
a year ago

We had a great experience with Safeguard. My wife and I now have a Trust and a plan to help deal with our finances in the future. A++++!!!! 

Peter D's profile image
Peter D 
a year ago

What a great company to work with, everyone was super friendly and helpful. I highly recommend them ?? 

Michael G's profile image
Michael G 
a year ago

We are very satisfied with the work that Safeguard has done for us. Count us as happy customers 

Kathryn K's profile image
Kathryn K 
a year ago

To sum it up... Safeguard is a safe bet to help you with your most important life decisions, and very affordable. I attended a seminar nearby and there was absolutely no pressure to do business with them. I was able to do my due diligence before moving forward and they answered all my questions. I met some great folks at the seminar that asked great questions I didn't even think about. They provided a very nice meal after the seminar to thank me for my time. I met with a knowledgeable and respectful professional, each step o... read more

Sherry P's profile image
Sherry P 
a year ago

I would recommend this company for your financial planning needs. They were very easy to deal with and now I have peace of mind knowing things are sorted and settled. 

Pamela S's profile image
Pamela S 
2 years ago

My *********** wanted to ensure our possessions and financial savings were in good hands at the end if our life. Planning ahead is always a wise choice because you never know from one day to the next what lies ahead. A family member recommended Safeguard so we made the appointment. It was easy, the team in place were fantastic and knowledgeable in every aspect of estate planning. The cost was minimal - and we now have complete peace of mind. They say "Death is part of Life", but what's important to both of us is knowing - wi... read more

Business response:

Thank you so much for taking the time to share your experience. We are so pleased and thank you for choosing us to help you! 

Frequently asked questions about Safeguard Estate and Financial

How is Safeguard Estate and Financial rated?

Safeguard Estate and Financial has a 4.9 star rating with 492 reviews. 

When is Safeguard Estate and Financial open?

Safeguard Estate and Financial is open now. It will close at 5:00 p.m.