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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 |
Great experience, they took the time to explain the process and answer all our questions. Happy with the outcome. People were friendly and knowledgeable,
What a wonderful experience! Every step was clear and informative, we never had to guess what we needed to bring to our meetings. They were patient, and efficient. They took their time and answered all our questions. And all the staff from attorney to Safeguard staff were friendly.
The process was easy and relaxing. The people were great and always made sure all our questions were answered. Very knowledgeable and curtious. A great experience.
The whole process made what could have been a confusing and challenging effort into one of comfort and an informative experience. We have been through the process before with other lawyers and this was a breeze with the Safeguard Trust and Financial team coordinating everything and keeping the cost at about a third of what we paid before. We highly recommend these professionals.
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.*****
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.
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.
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 420 reviews.
When is Safeguard Estate and Financial open?
Safeguard Estate and Financial is closed now. It will open tomorrow at 9:00 a.m.