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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 |
They did a fantastic job. Curtious, accurate, inexpensive and prompt.Highly recommend.
Business response:
Thank you, *******. We are so pleased to hear your feedback and appreciate you taking the time to share it.
The Safeguard staff should be justly proud of their organization and its operation. They provided timely and accurate information in the initial briefing and in two subsequent focused and well-run meetings at which we felt completely confident in their capabilities and our successful family trust completion.
Business response:
What a nice review, thank you so much for taking the time to give us your feedback. We appreciate you!
They did a very good job explaining everything so we understood.
Business response:
Thank you, *****, we sure appreciate you guys!
Safeguard is an excellent group of estate and financial planning professionals. Their personal service is second to none. I highly recommend them.
Safeguard made my trust very easy. Working with all parties went smoothly and pleasant. I highly recommend them if you are looking for an estate company.
Business response:
Thank you, *****. We are so pleased to hear your experience was easy and pleasant... that is our goal! And we appreciate you taking the time to share your thoughts.
I had excellent care and information. I appreciate all the work that they did for me. ****** was very easy to work with.
Business response:
Thank you, ******. We really appreciate you taking the time to share your experience and we are pleased that you chose us to help you!
I was well pleased with Safeguard. They were thorough in meeting my needs and also made an excellent recommendation for an outside person who I needed to oversee the actual execution of my wishes when I pass.
Business response:
Thank you, ****, we really appreciate your feedback and we are so pleased that you chose us to assist you with your estate planning needs.
They were excellent!! They met all my needs in a very timely manner.They listened and did what I wanted and needed.I would recommend them to anyone needing to get their will and estate in order,
Safeguard was very easy to work with. They are very knowledgeable and very helpfull. I would recommend them to anyone. They were great in assisting us with transferring money from our *** into an annuity account.
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.