Safeguard Estate and Financial

4.9

Financial Services
Scottsdale, AZ

About this business

Finance Financial Services

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

4.9467 reviews

Select a rating

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

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

a year 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!

Stephanie K

a year ago

Professional Knowledgeable Thorough Will listen Will explain Will do it again Will help YOU !

Business response:

Thank you!!! We appreciate you!

Rick M

a year ago

Received AARP card in mail sent it in was contacted by Safeguard. So many questions to ask and all answers informative so my appointment to have representative come to our home. Excellent presentation By ****** explaining the process, steps and payments along the way. Visit with attorney **** was easy to follow and understand process and next steps to follow and additional documents needed for final updates.Last visit with ****** the Senior Planning Coordinator to sign documents and cover the entire Living Trust book was don... read more

Business response:

Thank you, we appreciate you taking the time to give us your feedback and thank you for choosing us to assist you!

Rick P

2 years ago

You cant go wrong, choosing this place for your living trust and financial planning, it was beyond my expectation of what a basic trusts should be. Everything was explained in great detail. and if you didnt understand it the first time they would gladly go over it again or explain it a different way so you do understand it. All the people here were super friendly I highly recommend this place.

Bill D

2 years ago

Everything we ask for and more. The staff is awesome. I highly recommend them to help you put your estate together. Protect your assets with these folks. They make it easy.

Business response:

Thank you! We appreciate you!

Steve F

2 years ago

They explain everything in detail, and they make sure they answer every question you have

Business response:

Thank you! We appreciate you!

Barbara K

2 years ago

I had been thinking about doing a living trust for a while..when the invitation to attend an informational meeting arrived I decided the time is now. They made the process very easy and answered all my questions. Very knowledgeable and took all the time I needed. Highly recommend to any one considering a living trust.

Business response:

Thank you so much for sharing your experience, we appreciate it!