Safeguard Investment Advisory Group

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4160 Temescal Canyon Rd
Corona, CA 92883
+1 (951) 667-4969
https://safeguardinvestment.com

Safeguard Investment Advisory Group, located in Corona, CA, specializes in providing financial advice to individuals seeking lasting financial confidence. The team is committed to creating exceptional retirements through an educational and trustworthy approach. As a fiduciary, their sole focus is on serving the best interests of their clients, ensuring they are free to select products that align with individual needs rather than commission-based incentives.

Recognizing the importance of avoiding financial blinders that can hinder long-term planning, Safeguard Investment Advisory Group offers insights on risk management, tax strategies, and long-term care. They empower clients to make informed investment decisions by providing tools like the Riskalyze tool to determine appropriate risk levels. Clients can also benefit from weekly newsletters offering up-to-date financial advice.

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4.013 reviews
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Sylvia T.
3/5/2024

My husband and I were referred by a good friend of ours and when my husband decided to retire we went to Safeguard Investment Advisory Group, meeting with Rick Rivera, and have been with this...

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Joanne C.
10/22/2024

Rick is knowledgeable and very easy to work with. I feel very comfortable with this company.

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Mark D.
4/16/2021

This review us over due. We started with Safeguard in 2018. We interviewed Ricky Rivera and looked in to some references. All references were very happy and a common comment from all of them was...

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Martin P.
1/16/2023

I've been a client for several years after searching and scouring the Internet. I am delighted that I went with SafeGuard Investment. They are by far one of the best advisory services in California.

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James B.
4/20/2021

I needed help with my dad's finances as he became unable to manage his investments. Our advisor reviewed everything and discovered that my dad's investments had been mismanaged by another agency...

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