Safeguard Estate and Financial's cover image

This profile has been claimed by the business owner or representative.

Safeguard Estate and Financial

4.9

About this business

Location details

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

Get directions
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
Select a rating
Maria N.'s profile image
Maria N. 
3 years ago

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. 

Business response:

Thank you so much, we appreciate you! 

Edith O's profile image
Edith O 
3 years ago

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. 

Business response:

Thank you so much, we really appreciate you taking the time to share your experience! 

lawrence j m's profile image
lawrence j m 
3 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!!! 

Business response:

Thank you! We really appreciate your feedback! 

Marjorie F's profile image
Marjorie F 
3 years ago

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

Business response:

Thank you, we really appreciate you, ********! 

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

We feel that this was an honest and professional meeting. 

Business response:

Thank you for taking the time to give us your feedback. We appreciate you! 

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

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

Business response:

Thank you so much for taking the time to share your experience. We really appreciate you choosing us. 

Richard G's profile image
Richard G 
4 years ago

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

Business response:

Thank you, *******. We are so pleased to hear your feedback and appreciate you taking the time to share it. 

William P's profile image
William P 
4 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. 

Business response:

What a nice review, thank you so much for taking the time to give us your feedback. We appreciate you! 

Tonia H's profile image
Tonia H 
4 years ago

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

Business response:

Thank you, *****, we sure appreciate you guys! 

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.