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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 |
I had excellent care and information. I appreciate all the work that they did for me. ****** was very easy to work with.
I was well pleased with Safeguard. They were thorough in meeting my needs and also made an excellent recommendation for an outside person who I needed to oversee the actual execution of my wishes when I pass.
They were excellent!! They met all my needs in a very timely manner.They listened and did what I wanted and needed.I would recommend them to anyone needing to get their will and estate in order,
Safeguard was very easy to work with. They are very knowledgeable and very helpfull. I would recommend them to anyone. They were great in assisting us with transferring money from our *** into an annuity account.
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.
*** 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.??
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.
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!
From the informative seminar to the final signatures on my Trust, everyone I worked with at Safeguard was professional, knowledgeable and friendly. Fantastic experience!
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.