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Safeguard Estate and Financial
- Financial Services
- Scottsdale, AZ
About this business
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 |
Professional Knowledgeable Thorough Will listen Will explain Will do it again Will help YOU !
Business response:
Thank you!!! We appreciate you!
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!
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.
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!
They explain everything in detail, and they make sure they answer every question you have
Business response:
Thank you! We appreciate you!
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!
We learned so much that we were unaware of regarding probate and trusts. Very thankful we went to the original Safeguard class and now have our living trust. Such a huge relief and this company made it so easy!!!
Business response:
Thank you so much for your feedback and choosing us to help you with your estate plan!
When we received an invitation to attend an informational meeting to discuss Living Trust my immediate response was we had ***** we dont need a Trust. I placed the invitation in the recycle bin. After thinking about it I decided to do some research online to see what the difference was between a Will and a Living Trust. After about an hour, I retrieved the invitation from the recycle bin and called to reserve two seats at the upcoming meeting. I could not have made a better decision.The meeting was hosted by SafeGuard Estate... read more
Business response:
Thank you so much for taking the time to give us such a nice and thorough review. We appreciate you!
We recently moved to *******. Safeguard helped us organize our affairs with a Living Trust.
Business response:
Thank you for your review, we appreciate 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.