#USA #Scottsdale #Safeguard Advisory #Solutions First #Arizona Expansion

Safeguard Investment Advisory Group Expands into Arizona

In a significant development for the financial services realm, Safeguard Investment Advisory Group, a prominent firm well-regarded for its retirement planning expertise, has officially launched its new office in Scottsdale, Arizona. This expansion comes along with the acquisition of Solutions First Financial Group, and marks a notable milestone as it's the company's first venture outside California. The Scottsdale location commenced operations on April 1, 2025, and signifies a bold step towards offering enhanced financial advisory services in the Southwest region.

Reid Abedeen, the managing partner of the Safeguard Investment Advisory Group, expressed excitement about this pivotal move. He highlighted that expanding into Arizona not only reinforces their commitment to serving families seeking financial security but also broadens their operational footprint. With this new office, the firm aims to cultivate lasting financial confidence among individuals and families through dedicated support and expertise.

Having established a robust presence across six California locations in cities such as Corona, Roseville, and San Diego, Safeguard is eager to bring its renowned approach to the vibrant community of Scottsdale. The ethos of the firm, encapsulated in what they refer to as “The Safeguard Family Commitment,” revolves around education, integrity, and trust. These principles guide their mission: to empower families in their retirement planning and enable them to navigate the complexities of financial decision-making.

“Being part of Safeguard truly enhances our ability to serve our clients,” stated Joe Donti from Solutions First Financial Group. “This partnership allows us to deliver personalized care, coupled with the extensive resources and impressive reputation that Safeguard provides.” Such synergies are expected to further uplift the quality of service offered to clients, ensuring they receive tailored strategies aligned with their specific financial aspirations.

This new Scottsdale office is set to offer an array of investment management services that focus on essential areas, including risk assessment, taxation, long-term care planning, and more. By focusing on individual retirement goals, Safeguard aims to create comprehensive strategies that cater to the unique needs of Arizona families. Moreover, it presents an exciting opportunity for both new and existing clients to engage with the firm in a fresh and welcoming environment.

As Safeguard Investment Advisory Group embarks on this new chapter, it invites local community members, media personnel, and potential clients to celebrate the official opening. The firm is eager to showcase its distinctive approach to retirement planning, emphasizing the importance of knowledge and informed decision-making for financial wellness.

About Safeguard Investment Advisory Group

Safeguard Investment Advisory Group, LLC, is dedicated to shaping remarkable retirements for the families they serve through a disciplined methodology anchored in education and trust. With several locations throughout California and now in Arizona, Safeguard is committed to providing extensive investment management services across eight critical areas, ensuring their clients remain well-informed and ready to make sound financial choices. To learn more about their services and philosophy, visit safeguardinvestment.com or reach out at 877-213-7233.

Note: This article is meant for informational purposes only and should not serve as a basis for financial decisions. All investments entail risk and the potential loss of principal. While the information presented is believed to be reliable, accuracy and completeness cannot be guaranteed.