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Safeguard Estate and Financial

4.9

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

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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
4.9420 reviews
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lawrence j m's profile image
lawrence j m 
2 years ago

Very professional, extremely through, excellent value, courteous and respectful, no b.s they delivered what they promised, no up selling, in short...they were WONDERFUL!!! 

Marjorie F's profile image
Marjorie F 
2 years ago

Honest and trustworthy, always willing to answer any questions. Can sleep peacefully knowing everything is taken care of. 

Josie and C's profile image
Josie and C 
2 years ago

We feel that this was an honest and professional meeting. 

M R.'s profile image
M R. 
3 years ago

I highly recommend this company. ****** was highly knowledgeable and professional. 

Richard G's profile image
Richard G 
3 years ago

They did a fantastic job. Curtious, accurate, inexpensive and prompt.Highly recommend. 

William P's profile image
William P 
3 years ago

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. 

Tonia H's profile image
Tonia H 
3 years ago

They did a very good job explaining everything so we understood. 

Wayne D's profile image
Wayne D 
3 years ago

Safeguard is an excellent group of estate and financial planning professionals. Their personal service is second to none. I highly recommend them. 

Kathy E.'s profile image
Kathy E. 
3 years ago

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. 

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.