(480) 842-5000
4.8 stars | 248 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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Patricia Carrillo
2 days ago
It's been great experience considering I didn't know nothing about it, Jim it's been very helpful. Patient in kind. Lindsay, the receptionist is exceptional.
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Bette Gurule
3 days ago
Great people, very helpful, answered our questions. Put our concerns to rest. We highly recommend Safeguard Estate and Financial.
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Pam Snyder
4 days ago
My husband and I are clueless when it comes to estate planning. We were very impressed with how friendly and knowledgeable the staff was. Julie was fantastic when she had to deal with a third party. Thomas deserves a bonus...
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Steve Harrison
1 week ago
Had a great experience! They are very professional and make sure everything that they have discussed with you is understood. I would definitely recommend them to friends and family
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Lynn Clark
1 week ago
Exceptional experience! My questions were answered and service was top notch.
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Dallas Joyner
1 week ago
Safeguard staff did an outstanding job of preparing our estate plan. Each of the staff explained the step by step process and ensured all our questions were answered and addressed to our satisfaction. During the final phase,...

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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