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Safeguard Estate and Financial

4.9

About this business

Location details

9000 East Pima Center Parkway Suite 150, Scottsdale, AZ, 85258, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.9665 reviews
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Sarah C's profile image
Sarah C 
2 years ago

We hired Safeguard to do our Living Trust. They were absolutely fabulous in every way - professional, knowledgable, friendly, on target, and we recommend them with out reservation. 

Reg W's profile image
Reg W 
2 years ago

Very well organized and confidence building in their procedures.Friendly and efficient staff. 

Michael M's profile image
Michael M 
2 years ago

We had a great experience with Safeguard. My wife and I now have a Trust and a plan to help deal with our finances in the future. A++++!!!! 

Peter D's profile image
Peter D 
2 years ago

What a great company to work with, everyone was super friendly and helpful. I highly recommend them ?? 

Michael G's profile image
Michael G 
2 years ago

We are very satisfied with the work that Safeguard has done for us. Count us as happy customers 

Kathryn K's profile image
Kathryn K 
2 years 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's profile image
Sherry P 
2 years 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's profile image
Pamela S 
2 years 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's profile image
Stephanie K 
2 years ago

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

Business response:

Thank you!!! 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 665 reviews. 

When is Safeguard Estate and Financial open?

Safeguard Estate and Financial is closed now. It will open tomorrow at 9:00 a.m.