(480) 842-5000
4.8 stars | 277 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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Lynn-Charles Barker
5 days ago
Safeguard is great company to work with. The staff are as professional as you can find. Their operation is more efficient than any company we have ever dealt with. We can recommend them without reservation. Truly great to...
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Pat Mehlman
5 days ago
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Flora DeParis
6 days ago
Personable, educational and patient. I didn't feel rush and John explained things as never heard before.
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Christine Andreozzi
1 week ago
I’m so glad I chose your company for my trust. Everyone I dealt with was knowledgeable and respectful . I would highly recommend my friends and family in a heartbeat.
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Lamoine Carmichael
1 week ago
We always have a good satisfying experience at Safeguard . .
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Michael Nolen
2 weeks ago
Very thorough and detail oriented. The staff was very helpful, friendly, and courteous.

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

Contact Us Today!

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