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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 |
My experience with Safeguard was a very positive and insightful experience. They are very knowledgeable, informative and professional. The attorneys were thorough and ************************* was very informative, answered my questions and made sure that I understood all of the components in my new living trust.
Business response:
Thank you so much, we are so pleased you chose us to assist you and appreciate you taking the time to share your feedback!
*** is great at what he does. *** is very knowledgeable and very helpful. It's always a pleasure doing business with him and his staff. He's got a great personality and down to earth. Love doing business there.??
Business response:
Aw thank you, ****, we sure appreciated working with you guys as well over the years. Thank you for taking the time to share your experience, we appreciate it!
Amazing team. Easy process, yet very thorough. The made sure we understood all of the documents and questions and made sure our wishes were set in place. I would highly recommend this team.
Business response:
Thank you so much, we really appreciate you taking the time to share your experience. It was a pleasure working with you guys as well!
We were extremely satisfied with Safeguard Estate and Financial. From the beginning, everyone was professional and answered all our questions.They not only helped build our Trust but gave us a better financial future for retirement.Referrals from us will be going their way!
Business response:
Thank you so much, *******, we appreciate you!
From the informative seminar to the final signatures on my Trust, everyone I worked with at Safeguard was professional, knowledgeable and friendly. Fantastic experience!
Business response:
Thank you, ****, we appreciate you taking the time to share your experience!
I had a great time dealing with ******************* on my Trust. He was very professional and he answered all my questions to my satisfaction. I would highly recommend Safeguard and *** everyone I know who's in my same position. 5 out of 5 stars Thanks again for everything
Business response:
Thank you, ******, we appreciate you!
I received top rate service from the beginning to the end. I referred a friend for service and she can not thank me enough for referring her to Safeguard. My friend is over the top with excitement with Safeguards Services and so am I.I am continuing to refer everyone that I know for this excellent and complete service.Thanks Safeguard
Business response:
Thank you, ********, it was such a pleasure working with you and we are honored that you referred us to a friend. We appreciate you!
******* Financial was very easy to work with and the product they produced for me was well beyond what I had expected. I am not wealthy but I do have assets that I want to protect for my children and they gave me the peace of mind to know that my wishes will be fulfilled after I am gone.
Business response:
Thank you so much, ******, we really appreciate you taking the time to write about your experience with us. We appreciate you!
I used Safeguard to set up my Trust. All of the staff were friendly and knowledgeable from the very beginning which made me feel comfortable. As time went on and I met different people within the company I was more at ease. Their professionalism and **************** are above and beyond. The entire process was smooth and easy to understand because they took the time to explain what they were doing; why they were doing it; and what I needed to do with my Trust. I can now look at what we have been built with confidence as well... read more
Business response:
Thank you so much, *******, we really appreciate you taking the time to write about your experience with us. We appreciate you!
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.