(480) 842-5000
4.8 stars | 304 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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Steve Hunt
2 days ago
Very friendly and knowledgeable people. Extremely thorough during the process. Would highly recommend this team!
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123 456
2 days ago
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Sally Arbatin
5 days ago
They make it simple for to understand why I should have a trust even if I don’t have much of inheritance to my children.
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David Froelich
1 week ago
Tom made the process of make our Living Trust very easy. I highly recommend Tom and his company for your Living Trust and more.
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Stella Haggis
1 week ago
A positive experience due to attention to detail from knowledgeable staff.
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dennis
2 weeks ago
Outstanding!!!

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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