(480) 842-5000
4.8 stars | 208 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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Vince Parnell
1 week ago
My wife and I would like to commend Safeguard Estate and Financial for assisting us with creating our family trust. Thomas Meyers was instrumental in delivering detailed information as well as attentive towards our family’s...
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Paul Tompkins
2 weeks ago
We now have significant peace of mind and will be receiving a much larger, secured retirement income from our investible funds, thanks to Safeguard.
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Ossie Outlaw
4 weeks ago
I would say that overall it was a good experience.. we had a rather difficult time because of out of state real-estate deals we had running which caused confusion and multiple visits... there location was more than an hours...
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Vickie Moxon
1 month ago
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Elisabeth Blin
1 month ago
Good people and good service! Thx!
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Naomi Nonn
1 month ago
Everyone at Safeguard was so nice and efficient handling my Living Trust. I will recommend them to my friends.

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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