(480) 842-5000
4.8 stars | 276 reviews
Logo Image
Wills, Trusts & Peace Of Mind
Let Us Help You Safeguard Your Estate!
Contact Us Today!
Safeguard Estate and Financial|9000 E Pima Center Pkwy, 150, Scottsdale, AZ 85258|(480) 842-5000
Google icon
Pat Mehlman
Today
Google icon
Flora DeParis
Yesterday
Personable, educational and patient. I didn't feel rush and John explained things as never heard before.
Google icon
Christine Andreozzi
3 days 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.
Google icon
Lamoine Carmichael
1 week ago
We always have a good satisfying experience at Safeguard . .
Google icon
Michael Nolen
1 week ago
Very thorough and detail oriented. The staff was very helpful, friendly, and courteous.
Google icon
Arnold Ruan
1 week ago

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!

Copyright © 2025 Safeguard Estate and Financial, All rights reserved.
Privacy Policy
Terms Of Service