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Safeguard Financial Services specializes in educating individuals and small businesses on planning for their retirement correctly.

Do you everything about your retirement plan, be it your 401K, 403B, 457, IRA, or ROTH IRA? Even worse, have been putting off the thought of saving for the future? Have you changed a job where you left a 401k or another plan behind? At Safeguard Financial Services, we specialize in helping individuals with small businesses, individuals changing jobs or careers, individuals starting careers or starting a family to get their retirement planning going in the direction that suits them best. Whet...

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Services
retirement
insurance services
retirement planning services
life insurance
financial planning services
Contact
  • Thu 9:00 AM - 5:00 AM
    OPEN NOW
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Safeguard Financial Services
4
Tampa, FL
Reviews (1)
4.0
Write a Review
Sue Yagmin
· Aug 17
I am looking to retire in approximately 20 years, and Neil helped me find a way to ensure that my retirement plans are attainable. Instead of worrying about my money being in jeopardy each time the market fluctuates, I am guaranteed a monthly tax-free income for like, plus my heirs will benefit from the life insurance policies. Neil is very knowledgeable and deals only with highly rated insurance companies as reviewed by the A.M Best Company. I am confidence that engaging Neil to help plan for your financial future is a decision you wont regret
Updated Sep 04
Detailed Information
  • Location TypeHQ
  • Opening Date2009-01-01
  • Annual Revenue Estimate$100,001 to $500,000
  • SIC Code show
  • Employees2 to 4
  • Contactsshow