(480) 842-5000
4.8 stars | 234 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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Kristin Norton
2 days ago
This was a very easy experience working With Safeguard and the Lawyers who were very nice. I felt very comfortable with the entire process from start to finish. It is a great feeling of ease knowing that my family is taken...
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Christopher Jones
3 days ago
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Donald Swenson
4 days ago
Was impressed by the professionalism and attention to detail. Thanks. D
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Katie Trent
1 week ago
Super professional and nice. Sandy was the best
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Pat Lister
1 week ago
Employees are very knowledgeable and helpful!
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Annette Brummett
1 week ago
Everyone we dealt with were very informative and helpful. Getting our trust set up was fairly easy with the help we received. Will recommend to our friends in the future.

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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