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Safeguard Estate and Financial
- Financial Services
- Scottsdale, AZ
About this business
Safeguard Estate and Financial are your go-to Financial Consultants in Scottsdale, AZ for all things wills, trusts, and more. We prepare all documents in house and have an inviting, friendly environment. Each customer will receive the guidance of both our estate planning agency and an attorney who will complete the process. We see clients through from start to finish so that probate is never a need. We believe that a complete estate plan includes a team of highly experienced customer-focused and professionals, and here we ha... read more
Location details
9000 East Pima Center Parkway Suite 150, Scottsdale, AZ, 85258, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
From ***************** to ***********************, SAFEGUARD ESTATE AND FINANCIAL, was top shelf no dust..professional, personal, delightful on all counts! We are relieved and secure in our decision to have their help with our estate planning needs!!
I would highly reccomend working with these people and Safeguard. A very pleasant and professional expierance I had with a high degree of respect given to me and my personal situation.
A+ service! Would recommend to anyone who needs to protect your assets! professional, courteous and knowledgeable staff. Everyone was super helpful, all my questions answered and my estate quickly set up! Thank you so much, this is something Ive been wanting to do for awhile, now I can rest assured Im protected.*****
Business response:
Thank you so much, we really appreciate you taking the time to share your experience! We appreciate you!
Amazing knowledge and professionalism. We were delighted to have *** work with us in our estate trust planning. His years of experience helped guide us every step of the way. Every team member at this company is a top professional and we would highly recommend them to anyone interested in fine tuning their estate planning and preparing for their future.
Business response:
Thank you so much, we appreciate you!
My husband and I are extremely grateful for the work that the staff at Safeguard. They were so flexible working with my hospitalization and my delays with getting back on track. We have already referred people to contact them for help and we continue to recommend them to our friends and family.
Business response:
Thank you so much, we really appreciate you taking the time to share your experience!
Very professional, extremely through, excellent value, courteous and respectful, no b.s they delivered what they promised, no up selling, in short...they were WONDERFUL!!!
Business response:
Thank you! We really appreciate your feedback!
Honest and trustworthy, always willing to answer any questions. Can sleep peacefully knowing everything is taken care of.
Business response:
Thank you, we really appreciate you, ********!
We feel that this was an honest and professional meeting.
Business response:
Thank you for taking the time to give us your feedback. We appreciate you!
I highly recommend this company. ****** was highly knowledgeable and professional.
Business response:
Thank you so much for taking the time to share your experience. We really appreciate you choosing us.
Frequently asked questions about Safeguard Estate and Financial
How is Safeguard Estate and Financial rated?
Safeguard Estate and Financial has a 5 star rating with 312 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.