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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
4.9545 reviews
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Betty R's profile image
Betty R 
a year ago

Everything went very smoothly. Very organized process. Everyone we met with was very friendly, helpful and knowledgeable. ******* was especially great. Took time to get to know us and go over every part of our trust documents.We were thrilled with everything.Thank you 

Betty B's profile image
Betty B 
a year ago

Safeguard was very professional and thorough in doing my Revocable Trust. Everyone involved including the attorney, assistants, to notary public made the process very smooth, and I would highly recommend them. 

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 
2 years ago

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

Michael M's profile image
Michael M 
2 years 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 
2 years 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 
2 years 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 
2 years 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

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 545 reviews. 

When is Safeguard Estate and Financial open?

Safeguard Estate and Financial is closed now. It will open on Monday at 9:00 a.m.