Review SafeGuard Financial Group, LLC In aiken, south-carolina, united-states | Finance In Aiken
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SafeGuard Financial Group, LLC
185 McKenzie Ln
Aiken,
South-carolina,United-states - 29801
Detailed description is SafeGuard Financial Group SafeGuard Financial Group is a full service Financial Planning, Investment Advisory and Benefits firm.
We have built a reputation on helping clients create, preserve, and protect wealth for their families and their businesses.
Safeguard Financial Group provides personalized solutions to help professional athletes, affluent business owners, executives, physicians and retirees to develop complex investment, retirement, financial, estate and employee benefit plans..
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We are able to help clients with their life, health, personal and business insurance needs.
This includes but is not limited to, Key employee policies, Group and individual medical plans, Long term care, Dental, Vision, and Supplemental Plans (including Medicare Supplements).
The Health Insurance Industry has become such a BIG business that our clients look to us for answers and to search for the plans and coverages that best suit their needs and budget..
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Our clients tell us that they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand.
Our mission is to help you to overcome uncertainty, take control of your finances and move confidently toward your goals.
This involves a detailed, highly personalized process of outlining goals, analyzing current programs, researching available options, and finally developing and implementing both a long and short range plan..
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We truly represents our clients from a consultative perspective; this approach allows us to assist clients as either a primary financial advisor or as a consultant overseeing our client's other advisors.
We offer a specialized software package that enables Safeguard to act as a second set of eyes to monitor and centralize all of the client's assets in one place, and to be able to review all of the client's other advisors to make sure that their financial plan is being implemented in the most effective and efficient manner possible.
This puts a series of checks and balances into place so that our client has a measurable way to assess and evaluate results, thus adding an additional layer of accountability..
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If there is anything Safeguard can assist you with, please do not hesitate to contact us.
We are never too busy to answer your questions and are happy to help with all of your wealth management and insurance needs..
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SafeGuard Financial Group provides comprehensive investment management and financial planning services to individual investors, business owners, professionals, and non-profit organizations.
Once we have reviewed your current financial situation and identified possible deficiencies, with your help, we will construct a financial plan that is right for you.
Once this plan is in place, we will help you to execute this new plan utilizing asset allocation, professional money managers, and incorporating an array of investment options creating a portfolio personalized for you and your goals..
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You have unique needs and financial goals.
SafeGuard Financial Group works with you to customize a plan based on the full range of financial and estate planning issues you are likely to face now and over the course of your lifetime.
We evaluate your overall asset allocation to ensure it matches your goals and your tolerance for risk.
Using comprehensive financial models, we make sure that nothing is left to chance.
When you become a Safeguard client, we will work with you to develop strategies that can help you achieve your most important goals..
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It starts with a conversation where we will talk about your specific goals, needs, dreams and interest, as well as your entire financial picture.
Only then can we match your short term and long term goals with your personal risk tolerance and investment timelines.
As your priorities or global market conditions change we will help you find the best solutions to ensure your long term strategies remain on track..
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SafeGuard Financial Group gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time.
Imagine a single platform through which all your financial matters may be managed.
Established in the recent years SafeGuard Financial Group, LLC in aiken , south-carolina in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this SafeGuard Financial Group, LLC is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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