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Safeguard Estate and Financial
9000 East Pima Center Parkway, Scottsdale, Arizona, United States
About the Safeguard Estate and Financial
Safeguard Estate and Financial is a reputable finance and insurance agency located at 9000 East Pima Center Parkway in Scottsdale, Arizona, United States. With a team of experienced professionals, we specialize in providing comprehensive financial planning and insurance solutions to safeguard and protect your estate. Whether you are looking to plan for retirement, protect your assets, or secure your family's financial future, Safeguard Estate and Financial is here to help. Contact us today to schedule a consultation and start securing your financial future.
Photos of Safeguard Estate and Financial
9000 E Pima Center Pkwy Suite 150, Scottsdale, AZ 85258, United States
Opening hours of Safeguard Estate and Financial
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Safeguard Estate and Financial
"My wife and I had talked about getting a living Will for some time. We went to an information seminar and decided this was the time and these were the people to work with. I am pleased with the staff and the work they have done for us. We are very satisfied."
"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 of the way. They took the fear out of the process, and worked with my schedule. All the necessary, important information is organized in a binder for my loved ones to easily find and understand. Every single person I came in contact with was so kind and put me at ease. I'm very happy with these folks. Thank you Safeguard for bringing me peace in my life."
"My wife and I just completed our Trust with Safeguard Estate and Financial. From the Seminar Presenter, their Staff, meeting with the Attorney and finishing with the Senior Planning Consultant, Everyone was Professional and just a joy to deal with. The seminar presentation outlined the process and they did not disappoint as it went just as they stated. They all made you feel completely at ease in completing a task that can be daunting. They answered all questions along the way and did not rush anything. In fact they wanted to make sure you fully understood the entire process along the way. The final process was picking up your Trust when it was completed and the Senior Planning Consultant walks you through the entire trust front to back and answered all your questions no matter how large or small. They presented the trust in a very professional manner and in a binder that is easy to follow and understand. They also ensure that your family has the ability to process this when it is time as they are there for them to contact and they will walk them through the entire process. This is something I had put off for sometime and if I had known about Safeguard I would have done it a long time ago. I would recommend Safeguard to anyone as it is professional, affordable and no hidden fees or monthly fees along the way Go to the seminar you will enjoy the presentation and the food. Well worth the time and investment. Thank you to all of you at Safeguard with this process"
"My husband & I 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 - with no reservations - is that the State we live in can NOT take our possessions. I urge anyone who lives in a State (such as Arizona) to make sure they have a Living Will in place - You can not put a price on peace of mind; Safeguard ensures you are covered. Another great benefit that most people are unaware of: a Living Will is comprehensive and covers every financial angle in safekeeping your family's legacy."
"The entire process from the initial consult to my personalized Living Trust was thoughtfully well-organized. In his PowerPoint presentation, Jeff Sykes of Safeguard Estate and Financial, did a wonderful job explaining the benefits of a Revocable Living Trust and made an appointment for me to meet with attorney Mark Hall. Mr. Hall, who is not affiliated with Safeguard was retained to provide legal services regarding the review and implementation of my estate plan. He answered and addressed any questions I had, and guided me on next steps. Finally, Derek Mills of Safeguard Estate and Financial provided me with a snazzy three-ringed binder containing every conceivable necessary document for my personal Living Trust. He spent as much time as I needed to go over each document neatly organized behind labeled divider tabs in the binder. These included the Living Trust, Certificate of Trust, Pour Over Will, Durable Power of Attorney, Living Will, Funded Assets, Home/Auto, and Funding Instructions. Without reservation, I highly recommend Safeguard Estate and Financial to create your Revocable Living Trust."
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