(480) 842-5000
4.8 stars | 188 reviews
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Wills, Trusts & Peace Of Mind
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Safeguard Estate and Financial|9000 E Pima Center Pkwy, 150, Scottsdale, AZ 85258|(480) 842-5000
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Mike-jean Judy
3 months ago
Safeguard staff is very organized. Everyone there is friendly and knowledgeable. We learned about things we weren't aware of. We will definitely recommend them to family and friends.
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Cary Morris
4 months ago
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Angel Garcia
4 months ago
I am the son of Mike and Rosie Garcia, we met with Derek Mills, we had a very good visit, Derek educated us, he was very helpful with all our questions. It was a great atmosphere, good energy, very enjoyable experience and a...
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Sarah christman
4 months ago
Bob and I could not be more pleased with Safeguard Estate and Financial. We hired them to do our Trust and every step of the way was professional and seamless. Each person we came in contact with was top notch, knowledgable...
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Sarah Christman
4 months ago
Every person we had contact with at Safeguard was knowledgable and friendly and answered every question. We cannot endorse them more. 5Star service! They did out Living Trust!
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Larry Prine
4 months ago
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...

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

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