(480) 842-5000
4.8 stars | 223 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 Mitchl
1 week ago
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TripleRRRproduction NFocus
1 week ago
Great service, friendly staff and a sense of trust and honesty towards the customer.
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Irja Richmond
1 week ago
Professional and clean environment for office and as well professional and friendly staff.
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Scott Brown
2 weeks ago
My wife and I felt completely at ease every time we met with someone from Safeguard Estate and Financial. All of our questions were answered and if we needed explanations they made sure we understood what they said. I would...
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Robert
3 weeks ago
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Anthony Giralamo
3 weeks ago
Had to visit the office multiple times for setting up a trust. Friendly staff, and John Owens is our guy working our case. John does a great job and we have no problems with referrals. Never had a bad experience with this...

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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