Business Details
About
Financial PlanningFinancial ConsultantLife Insurance AgencyEstate Planning AttorneyWills & Probate LawTrusts & Wills AttorneyFinance BrokerTax ConsultantInvestment ServiceInsurance Agency
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 professionals, and here we have assembled the team for you. Whether you are in need of a trust, will, or power of attorney, contact Safeguard Estate & Financial today for more information!
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Wheelchair accessible entranceAvailable
Location
Safeguard Estate and Financial
9000 E Pima Center Pkwy, Scottsdale, AZ
85258, United States
Hours
Reviews
4.9
384 reviews
5 stars
359
4 stars
15
3 stars1
2 stars3
1 star
6
What are people saying?
AI-generated from recent customer reviews
Professionalism
Customers consistently praised the professionalism and thoroughness of the staff, highlighting their ability to answer questions and explain processes clearly.
Customer Service
The business received positive feedback for its friendly and welcoming atmosphere, with many customers appreciating the complimentary refreshments and the caring nature of the staff.
Expertise
Clients noted the staff's extensive knowledge in estate planning and financial services, often mentioning specific advisors who provided valuable insights and assistance.
Ease of Process
Many reviews emphasized the simplicity and manageability of the estate planning process, with clients feeling well-informed and supported throughout.
Value for Money
Several customers expressed satisfaction with the affordability of services compared to competitors, appreciating the quality of service received for the price.
- IMIrene Miller4 days ago5.0I found out about Safeguard from facebook. I listened to the webinar on estate planning and encouraged my parents to pursue this as they had nothing in place. I accompanied them thru the whole process. Every meeting was reassuring and everyone we encountered was kind, patient and very helpful. I feel confident and relieved now that my parents have this in place and Bryan is just a phone call away if needed. He explained things so we could understand easily and answered every question we had. He was very thorough and I am so glad we went with Safeguard! Irene M.
- JHJoan HolmesNov 14, 20255.0Safeguard was so helpful and easy to talk to about our financial planning. Tom Kann was so patient and kind guiding my husband and I through our estate and financial planning. It couldn’t have been any easier.
- EPEstrella PadillaNov 13, 20255.0We saw the advertisement for Safeguard in the church paper and visited Safeguard in Scottsdale. Our consultant was Thomas Myers. He assisted us with setting up our living trust and advised us on different ways to save for retirement. He is very knowledgeable and answered all our questions. We benefited greatly from his expertise and advice. We enjoyed our experience with Safeguard.
- KLKaren LaBadieNov 10, 20255.0Big thanks to Tom and Ryan for their financial advice. Sharing their knowledge of the financial world and helping us make decisions. We appreciate their patience in explaining different investments we needed and wanted to make. Wonderful people to work with.
- ESeileen steinmanNov 2, 20255.0The experience with Safehuard Estate and Financial was excellent. Initially we attended a seminar regarding wills and trusts which was very informative. We then decided to put our Estate into a trust which will protect our assets for our survivors. Our questions were always answered with respect. My husband and I highly recommend Safeguard Estate and Financial.
Frequently Asked Questions About Safeguard Estate and Financial
What is a Broker-Dealer?
A broker-dealer is a person or firm in the business of buying and selling securities for its own account or on behalf of its customers. The term broker-dealer is used in U.S. securities regulation parlance to describe stock brokerages, because most of them act as both agents and principals. A brokerage acts as a broker (or agent) when it executes orders on behalf of clients, whereas it acts as a dealer, or principal, when it trades for its own account.
Where are you located?
You can visit us at 9000 E Pima Center Pkwy, Suite 150, Scottsdale, AZ 85258.
What is a Registered Investment Advisor?
A Registered Investment Advisor (RIA) is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients’ best interests.
What services do you offer?
We specialize in financial services, including: wills, trusts, power of attorney, life insurance, annuities, financial planning, tax planning, estate planning, and more!
What are your hours?
We are open Monday - Friday from 9AM - 5PM.
What is Authority Delegation?
A power of attorney is a legally binding document that grants another individual, referred to as the attorney-in-fact, the authority to perform specific actions on your behalf. The extent of these authorized actions is determined by the terms outlined in the document, which can range from being comprehensive and wide-ranging to highly specific and limited in scope. It is important to note that all powers of attorney automatically cease upon the death of the individual who created the document (the principal) and may also terminate if the principal becomes incapacitated, meaning they are unable to make or communicate decisions.
What does your company offer?
At Safeguard, we work with an independent law firm that specializes in estate planning. Protecting your assets through comprehensive and affordable estate planning to preserve your wealth is our top priority. With over 75 years of combined experience, our team with diverse skills is here to focus on your unique needs.
What services does Safeguard Estate and Financial offer?
They specialize in wills, trusts, power of attorney, life insurance, annuities, financial planning, tax planning, estate planning, and more.
Where is Safeguard Estate and Financial located?
They are located at 9000 E Pima Center Pkwy, Suite 150, Scottsdale, AZ 85258.
What are the business hours of Safeguard Estate and Financial?
They are open Monday through Friday from 9AM to 5PM, and closed on weekends.
Do I need an appointment to visit Safeguard Estate and Financial?
Yes, appointments are required but they offer online appointments for your convenience.
What payment options does Safeguard Estate and Financial accept?
They accept American Express, Cash, Check, Discover, MasterCard, and Visa.
What is a Registered Investment Advisor and does Safeguard Estate and Financial have one?
A Registered Investment Advisor is a firm registered with the SEC or state securities authorities that has a fiduciary duty to act in clients' best interests. Safeguard works with experienced professionals providing such services.
What nearby real estate services can I find near Safeguard Estate and Financial?
Nearby real estate services include Arizona Home Group, First American Title, and Ken W Johnson Real Estate Specialist - KW Realty Sonoran Living Scottsdale, which can help clients looking to manage or plan their estate with property considerations.
Are there any nearby law firms I could consult with in Scottsdale?
Yes, nearby law firms include Genesis Family Law and Divorce Lawyers, Chuck Franklin Law, and Barrett Matura, which can be useful if you need legal services alongside estate and financial planning.
Where can I get refreshments nearby after my visit to Safeguard Estate and Financial?
You can visit Firefly Organic Coffee & Market, opening April 2025, which is a nearby coffee shop and health food store great for relaxing after your appointment.
Does Safeguard Estate and Financial accommodate clients with disabilities?
Yes, they have wheelchair accessible entrances, seating, and restrooms to accommodate all clients.