Kiel F.
6/30/2012
Jason and Misty are engaging, knowledgeable, and straightforward. They value your trust and personal relationship during the financial planning process. Don't take that for granted. I'd highly...
Safeguard Financial & Insurance Services
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(5)
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2603 Camino Ramon Ste 200
San Ramon, CA 94583
Safeguard Financial & Insurance Services is a global insurance advisory and benefits firm based in San Ramon, CA, specializing in comprehensive risk management solutions for individuals and businesses. By collaborating with clients' existing advisory teams, Safeguard provides tailored insurance strategies that address unique exposure to risk while ensuring seamless integration into overall financial portfolios.
The firm offers a diverse range of services, including private client insurance, life insurance, commercial insurance, and employee benefits, with a focus on high-net-worth individuals and complex organizational needs. Leveraging extensive market relationships and industry expertise, Safeguard is committed to delivering innovative and reliable insurance solutions tailored to meet the specific risks faced by their clients.
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Reviews
5.05 reviews
Michael G.
2/26/2011
Jason Lohe, is young and smart, which always pisses me off, but when it comes to handling money, these are qualities that I value. Jason Lohe, never is motivated by anything but your interests,...
Jason W.
10/23/2007
This is the ONLY financial planning firm I've ever spoken with that really gives the whole story and discloses everything up front! They won't simply put you one one of their funds in order to...
Derek T.
9/28/2010
This financial advisory firm really looks out for the clients best interest. I have been very pleased with the advice they have given me.
Ori D.
8/19/2011
I interned for Jason Lohe in 2008 and I must say that Jason is not only exceptionally talented and passionate about financial markets, but he places his clients' needs before his own and invests...
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