Business Details
About
Financial PlanningFinancial ConsultantLife Insurance AgencyEstate Planning AttorneyWills & Probate LawTrusts & Wills AttorneyFinance BrokerTax ConsultantInvestment ServiceInsurance Agency
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!
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Wheelchair accessible entranceAvailable
Location
Safeguard Estate and Financial
9000 E Pima Center Pkwy, Scottsdale, AZ
85258, United States
Hours
Reviews
4.9
371 reviews
5 stars
346
4 stars
15
3 stars1
2 stars3
1 star
6
- ESeileen steinman1 day ago5.0The experience with Safehuard Estate and Financial was excellent. Initially we attended a seminar regarding wills and trusts which was very informative. We then decided to put our Estate into a trust which will protect our assets for our survivors. Our questions were always answered with respect. My husband and I highly recommend Safeguard Estate and Financial.
- JEJudy Ence3 days ago5.0We had a great experience working with Safeguard. The staff was very knowledgeable and courteous and took time to make sure we understood the service they provided. We recommend Safeguard for all financial estate planning.
- TCTina C4 days ago5.0What a wonderful experience for a first time investor like me to receive, from beginning to end. They all from the receptionist to Bobby, to Ryan made me feel extremely important and that my future matters!
- DPdenis plessas5 days ago5.0Very happy with Tom Purzak. He saved us a lot of money. , and found two major mistakes . In our estate that he fixed. Awesome professional servíce. Would recommend them to everyone .
- EAElizabeth Aceves-GomezOct 20, 20255.0Great experience. The receptionists are always so friendly. They always offer water or coffee and the waiting room is full of candy. The financial advisor Ryan is so personable and friendly. We have our trust and annuities with Safeguard. Great company.
Frequently Asked Questions About Safeguard Estate and Financial
What is a Broker-Dealer?
A broker-dealer is a person or firm in the business of buying and selling securities for its own account or on behalf of its customers. The term broker-dealer is used in U.S. securities regulation parlance to describe stock brokerages, because most of them act as both agents and principals. A brokerage acts as a broker (or agent) when it executes orders on behalf of clients, whereas it acts as a dealer, or principal, when it trades for its own account.
Where are you located?
You can visit us at 9000 E Pima Center Pkwy, Suite 150, Scottsdale, AZ 85258.
What is a Registered Investment Advisor?
A Registered Investment Advisor (RIA) is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients’ best interests.
What services do you offer?
We specialize in financial services, including: wills, trusts, power of attorney, life insurance, annuities, financial planning, tax planning, estate planning, and more!
What are your hours?
We are open Monday - Friday from 9AM - 5PM.
What is Authority Delegation?
A power of attorney is a legally binding document that grants another individual, referred to as the attorney-in-fact, the authority to perform specific actions on your behalf. The extent of these authorized actions is determined by the terms outlined in the document, which can range from being comprehensive and wide-ranging to highly specific and limited in scope. It is important to note that all powers of attorney automatically cease upon the death of the individual who created the document (the principal) and may also terminate if the principal becomes incapacitated, meaning they are unable to make or communicate decisions.
What does your company offer?
At Safeguard, we work with an independent law firm that specializes in estate planning. Protecting your assets through comprehensive and affordable estate planning to preserve your wealth is our top priority. With over 75 years of combined experience, our team with diverse skills is here to focus on your unique needs.