(480) 842-5000
4.8 stars | 293 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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David Newman
2 days ago
Always informative with food for thought.
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Robert Smith
3 days ago
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Robert Teske
6 days ago
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Michelle Tait
6 days ago
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Cathy Cristo
6 days ago
I was extremely satisfied with the ease of setting up my trust at the Tucson office! Lindsay and Jim were great!
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Kamran Mofrad
1 week ago
Extremely professional and knowledgeable all steps of the process .

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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