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            Customer ReviewsSafeguard Estate and Financial

            Estate Planning and Management
            View Business profile
            View Business profileBBB accredited business

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            61 Customer Reviews

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            • Karrie S

              08/20/2024

              I had a positive experience with Safe Guard. I felt in good hands from my first contact. This process was well explained, the follow through amazing and the follow-up outstanding. I do not hesitate to recommend them for estate and financial planning.

            • Betty R

              07/07/2024

              Everything went very smoothly. Very organized process. Everyone we met with was very friendly, helpful and knowledgeable. ******* was especially great. Took time to get to know us and go over every part of our trust documents.We were thrilled with everything.Thank you

            • Betty B

              06/26/2024

              Safeguard was very professional and thorough in doing my Revocable Trust. Everyone involved including the attorney, assistants, to notary public made the process very smooth, and I would highly recommend them.

            • Paula N

              06/11/2024

              Safeguard is a very professional company and staff is very helpful and friendly. We would definitely highly recommend their service.

            • Robert E

              04/28/2024

              All I can say can be wrapped up in a few words. I can't say any more than the 62 reviews listed here. 5 stars all the way.*** and ***************************

            • Sarah C

              04/12/2024

              We hired Safeguard to do our Living Trust. They were absolutely fabulous in every way - professional, knowledgable, friendly, on target, and we recommend them with out reservation.

            • Reg W

              03/07/2024

              Very well organized and confidence building in their procedures.Friendly and efficient staff.

            • Michael M

              03/04/2024

              We had a great experience with Safeguard. My wife and I now have a Trust and a plan to help deal with our finances in the future. A++++!!!!

            • Peter D

              03/02/2024

              What a great company to work with, everyone was super friendly and helpful. I highly recommend them ??

            • Michael G

              02/14/2024

              We are very satisfied with the work that Safeguard has done for us. Count us as happy customers

            Customer Review Rating

            4.97/5

            Average of 61 Customer Reviews

            Contact Information

            9000 E Pima Center Pkwy

            Scottsdale, AZ 85258-4450

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            Email this Business
            (480) 842-5000

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            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 4/9/2019

            Years in Business: 5

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

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