(480) 842-5000
4.8 stars | 292 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
Robert Teske
Yesterday
Google icon
Michelle Tait
Yesterday
Google icon
Cathy Cristo
Yesterday
I was extremely satisfied with the ease of setting up my trust at the Tucson office! Lindsay and Jim were great!
Google icon
Jerry Hulsizer
3 days ago
We visited with Safeguard after viewing a presentation on Trust and Wills. We were met with outstanding customer service and professionalism. Everyone was very pleasant and made us feel comfortable and appreciated us being...
Google icon
Kamran Mofrad
3 days ago
Extremely professional and knowledgeable all steps of the process .
Google icon
Myles Gabel
4 days ago
Great experience! Took us through all steps and answered all of our questions. Ryan was the best! Very professional and personable! Highly recommend Safeguard to all!!!!!

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