(480) 842-5000
4.8 stars | 220 reviews
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Wills, Trusts & Peace Of Mind
Let Us Help You Safeguard Your Estate!
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Safeguard Estate and Financial|9000 E Pima Center Pkwy, 150, Scottsdale, AZ 85258|(480) 842-5000
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Scott Brown
5 days ago
My wife and I felt completely at ease every time we met with someone from Safeguard Estate and Financial. All of our questions were answered and if we needed explanations they made sure we understood what they said. I would...
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Robert
1 week ago
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Anthony Giralamo
1 week ago
Had to visit the office multiple times for setting up a trust. Friendly staff, and John Owens is our guy working our case. John does a great job and we have no problems with referrals. Never had a bad experience with this...
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Melvin Rhoden
2 weeks ago
Very Professional Service!!
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Mary-Catherine Koppang
2 weeks ago
We felt safe and protected and knew we could trust this company. All the staff was very personable and friendly - it almost felt like family.
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Alex
2 weeks ago
Very happy with the service provided to us, great price for product received. Tom was able to find an issue with beneficiaries on my investments thx so much

Financial consultant In Scottsdale, AZ

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!

What We Offer

  • wills
  • trusts
  • power of attorney
  • life insurance
  • annuities
  • financial planning
  • tax planning
  • insurance
  • pet planning
  • wealth preservation
  • retirement planning
  • estate planning
  • probate avoidance

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