Safeguard Estate and Financial - Scottsdale, Arizona

👍 Opiniones 📌 Mapa ℹ️ Información ⏰ Horarios

Dirección: 9000 E Pima Center Pkwy Suite 150, Scottsdale, AZ 85258.
Teléfono: 08425000.
Página web: safeguardestatefinancial.com
Especialidades: Consultora financiera, Planificador financiero, Servicio de inversiones, Agencia de seguros de vida, Asesor fiscal.
Otros datos de interés: Citas en línea, Servicios en el lugar, Entrada accesible para personas en silla de ruedas, Espacio accesible para personas en silla de ruedas, Estacionamiento accesible para personas en silla de ruedas, Sanitarios accesibles para personas en silla de ruedas, Sanitario, Amigable con LGBTQ+, Se requiere una cita, Se recomienda concertar cita.
Opiniones: Esta empresa tiene 223 valoraciones según Google My Business.
Opinión media: 4.9/5.

📌 Ubicación de Safeguard Estate and Financial

☎️08425000

⏰ Horario de Safeguard Estate and Financial

Lunes: 9 a.m.–5 p.m.
Martes: 9 a.m.–5 p.m.
Miércoles: 9 a.m.–5 p.m.
Jueves: 9 a.m.–5 p.m.
Viernes: 9 a.m.–5 p.m.
Sábado: Cerrado
Domingo: Cerrado

Safeguard Estate and Financial es una empresa especializada en brindar servicios financieros y de planificación para sus clientes. Ubicada en la dirección "9000 E Pima Center Pkwy Suite 150, Scottsdale, AZ 85258", esta agencia cuenta con un equipo de profesionales capacitados en diferentes áreas, tales como consultoría financiera, planificación financiera, servicios de inversiones, agencia de seguros de vida y asesoría fiscal.

Al visitar la página web de Safeguard Estate and Financial en safeguardestatefinancial.com, los usuarios pueden encontrar información detallada sobre los servicios que ofrece la empresa, así como también sobre el equipo de profesionales que la conforman. Además, la página web cuenta con una sección de preguntas frecuentes, donde se abordan temas de interés para aquellos que están en búsqueda de asesoría financiera.

Una de las principales características de Safeguard Estate and Financial es la atención personalizada y el enfoque en las necesidades específicas de cada cliente. La empresa cuenta con distintas opciones de contacto, como citas en línea y servicios en el lugar, lo que facilita la comunicación y el acceso a sus servicios.

Otro aspecto destacado de Safeguard Estate and Financial es su compromiso con la accesibilidad y la inclusión. La empresa cuenta con espacios y sanitarios accesibles para personas en silla de ruedas, así como también con estacionamiento y entrada accesibles. Además, la empresa es amigable con la comunidad LGBTQ+ y se recomienda concertar una cita previa para una atención más eficiente.

En cuanto a las opiniones y la reputación de Safeguard Estate and Financial, la empresa cuenta con un total de 223 valoraciones según Google My Business, con una opinión media de 4.9/5. Estos números destacan la calidad del servicio y la satisfacción de los clientes que han trabajado con la empresa.

👍 Opiniones de Safeguard Estate and Financial

Safeguard Estate and Financial - Scottsdale, Arizona

Dallas Joyner

5/5

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, we received a packet that completely detailed all aspects of our plan. They also included information packets for our family members we selected as trustees. The last staff member we met, with did a fantastic job of presenting the material. She clearly was well trained and knowledgeable regarding Safeguard's products. She was pleasant, polite and patient in dealing with our questions. I would highly recommend this organization to our friends and family.

Pam Snyder

5/5

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 for putting up with us. Highly recommended Safeguard Estate and Financial.

Kendra Coverdale

4/5

My sister and I use them to create our separate trusts since we purchased a home together and we wanted to make sure we were both covered when one of us passes away. We were very pleased with safeguards service. I was most pleased with our final notary, Sandra Curto, She went through the final documents in great detail And addressed any of my questions.
I would give five stars, except I was a little less pleased with the first attorney that I was introduced to. Our situation was complicated and he could’ve handled it better. The primary attorney Mark stepped in and did a great job however.

Kristin Norton

5/5

This was a very easy experience working
With Safeguard and the Lawyers who were very nice. I felt very comfortable with the entire process from start to finish.
It is a great feeling of ease knowing that my family is taken care of if anything happens to me and Safeguard will walk them through the process to help. I will be recommending them to friends and family.

Anthony Giralamo

5/5

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 company.

Isaac Martinez

5/5

Safeguard made the process very easy, walked us through all the steps, answered all our questions even gave us tips on preparing for the unexpected. Staff was excellent. Would recommend Safeguard highly.

Annette Brummett

5/5

Everyone we dealt with were very informative and helpful. Getting our trust set up was fairly easy with the help we received. Will recommend to our friends in the future.

Scott Brown

5/5

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 recommend them to anyone looking to get their estate and finances in order.