Safeguard Estate and Financial
Reviews and Complaints

My partner and I were most impressed at the quality of service and knowledge of the staff members at Safeguard Estate and Financial. I feel very secure that my family is in good hands. I highly recommend them to my friends and family for setting up Trusts.

Great Company to do business with from their Attorney all the way to the filing documents office! Each time we met with them everything was explained and they were very caring about our situation. WE recommend them to everyone we know. Safeguard Estate and Financial are exceptional and their team members are highly professional and knowledgeable.

I had a great time dealing with Safeguard Estate and Financial on my Trust. He was very professional and he answered all my questions to my satisfaction. I would highly recommend Safeguard and their services to everyone I know who's in my same position. 5 out of 5 stars. Thanks again for everything.

We were extremely satisfied with Safeguard Estate and Financial. From the beginning, everyone was professional and answered all our questions.They not only helped build our Trust but gave us a better financial future for retirement.Referrals from us will be going their way!

Safeguard Estate and Financial was very easy to work with and the product they produced for me was well beyond what I had expected. I am not wealthy but I do have assets that I want to protect for my children and they gave me the peace of mind to know that my wishes will be fulfilled after I am gone.

The Safeguard staff should be justly proud of their organization and its operation. They provided timely and accurate information in the initial briefing and in two subsequent focused and well-run meetings at which we felt completely confident in their capabilities and our successful family trust completion.

My experience with Safeguard was a very positive and insightful experience. They are very knowledgeable, informative and professional. The attorneys were thorough and their team was very informative, answered my questions and made sure that I understood all of the components in my new living trust.

I just completed a living trust with Safeguard and I feel wonderful about the experience. Staff are are very friendly while maintaining their professionalism. They are knowledgeable and were able to answer all my questions. I have recommended them to friends and family to do their own living trusts. I highly recommend them.

I received top rate service from the beginning to the end. I referred a friend for service and she can not thank me enough for referring her to Safeguard. My friend is over the top with excitement with Safeguards Services and so am I.I am continuing to refer everyone that I know for this excellent and complete service.Thanks Safeguard

We initially went to Safeguard seeking help establishing a Living Trust. Once the Trust was completed, we had additional questions on some of our investments. Tom Purzak answered our questions and additionally helped us with a 1035 exchange of one of our investments. We found Tom knowledgeable, honest, and informative. Our experience with Safeguard was very favorable!

We thought that Safeguard Estate and Financial had a focus only on living trusts, but we were surprised when then spent almost 2 hours pushing their annuities. My wife and I were shocked at the pressure that was applied to have us convert some of our assets to an annuity plan. Be prepared. I have read many of the 5 star reviews and strange that all are 5 stars and also no mention of annuities.

Excellent experience with Safeguard Estate and Financial. We started with setting up a Trust for our property and to make our beneficiaries job so much easier. Then we expressed our concern with our whole 401k being in jeopardy in the unstable stock market. We were heard and an excellent solution was set up, which will provide another pension to look forward towards. Thank you John, Sarah, and especially Michael. Safeguard was a delight to work with.

We went to a Safeguard meeting at our community center. We initially went to renew our Will that was 30 years old. After listening to the representative for Safeguard we realized that we needed to have a trust. We brought the information to the first appointment that was requested. We discussed the process of forming a trust and what actually is included in a trust. Our next appointment we signed all the necessary forms and walked out of the office with our trust. We feel very relieved to have a plan for our family for our future and theirs. They were extremely helpful throughout the entire process. We would highly recommend Safeguard to anyone who needs help with planning their future. John and Jane Doe

Excellent Service. Start to finish on a Revocable Living Trust was about 10 days. Tom Peterson and his staff stayed late on a Friday to accommodate special circumstances. Well organized and knowledgeable of material. Lawyer Mark Harrison did the Legal documentation in office with SafeGuard Estate and Financial. Mark was professional and offered his knowledge and expertise in finalizing the Trust wording to fit our Family dynamics. SafeGuard's fee was about half of what I paid at another Law office for a Living Trust which I could not use. One more benefit for using SafeGuard was the hard binder containing the original documents, organized by section, easy instructions and all documents attached. Nothing loose in binder, so nothing to misplace. Very nice. John Smith

Such a relief! We answered an online invitation for a discussion of Safeguard's services. This was a better option for us, as a trip to Scottsdale with our family of five involves a 4 hour drive, and an overnight stay! I worked with attorney Mark E. Hall on a Zoom call so we could cover all the essential details of our family's position and needs. He recommended several documents and a trust to assure care of the family if we were not here. I was so pleased with the outcome, and the very modest cost. Two staff members of Safeguard helped answer my last few questions. Carla Purzak drove all the way to our home to present and explain the plan to my husband and notarize our signatures. Tom Purzak gave me pointers concerning working with our bank. Totally amazing personal service! It doesn't get better than this! Thank you to everyone! Zeke and Sherry

I used Safeguard to set up my Trust. All of the staff were friendly and knowledgeable from the very beginning which made me feel comfortable. As time went on and I met different people within the company I was more at ease. Their professionalism and expertise are above and beyond. The entire process was smooth and easy to understand because they took the time to explain what they were doing; why they were doing it; and what I needed to do with my Trust. I can now look at what we have been built with confidence as well as comfort. I am so glad and so relieved that I have taken the time to complete this part of my life. Thank you everyone at Safeguard. Its been a great experience. I was also given information that would help me financially in another way and the staff referred me and made a call and set up and appointment with another professional in that area of expertise. I've also referred Safeguard to several friends and family to complete this very important task for them without reservations. Have a great day. God bless.