Safeguard Investment Advisory Group

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Website
7921 Kingswood Dr Ste A1
Citrus Heights, CA 95610
+1 (916) 966-3040
http://www.safeguardinvestment.com

Safeguard Investment Advisory Group is an independent financial firm based in Citrus Heights, CA, dedicated to providing lasting financial confidence to individuals. With a fiduciary standard of care, they prioritize their clients' best interests by offering personalized investment and insurance products that align with their needs and objectives.

By helping clients avoid wearing blinders that could hinder their financial decisions, Safeguard Investment Advisory Group emphasizes the importance of considering the bigger, long-term picture. Their team of experts offers risk management strategies, long-term care advice, and retirement planning solutions to ensure a confident and independent retirement for everyone.

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Reviews

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3.02 reviews
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Carol B.
3/14/2025

I needed help with my dad's estate. His previous finanacial advisor was robbing him blind at 6%! Eddie Sota examined my dad's investments and helped to turn things around. My dad immediately...

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Jennifer M.
4/28/2020

Safeguard Investment Group has no regard towards client confidentiality. Employee, Reid Abedeen is very unprofessional and he told my personal information to another Family member without my...

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United States›California›Citrus Heights›Safeguard Investment Advisory Group

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