(480) 842-5000
4.8 stars | 326 reviews
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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
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Larry Prine
They made it so easy and I mean EASY!! I thought settting up a family trust was going to a long drawn out process. Let's start out by saying they did most everything. We started out with wanting to learn more, so we went to a...
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Natisha Andrews
1 week ago
Thomas explained everything in great detail. Everyone is very friendly.
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Shelley Danzer
1 week ago
Was introduced to this company thru a seminar, which was very informative. The process of setting up a Trust through Safeguard was pretty simple, and I think the product is cost effective
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Rick Freeamn
1 week ago
Thomas was amazing to work with. I would highly recommend Safeguard for your family trust needs.
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Jill Barthel
3 weeks ago
Very professional, pleasant, informative. Great experience
Reg W
1 month ago
Very well organized and confidence building in their procedures.Friendly and efficient staff.

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 and 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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