COLLABORATION NOT COMPETITION!!!
We work with your current Legal, Tax, and Wealth Advisory teams forming a true PARTNERSHIP and value add, bringing our resources and access both domestically and internationally. Safeguard Financial and Insurance Services is a Global Insurance Advisory and Benefits firm.
Safeguard represents the insurance portion of a client’s overall portfolio. We provide the highest caliber of insurance and risk management consultation by collaborating with other financial and insurance professionals to ensure that every aspect of a client’s financial profile and exposure to risk are addressed. By partnering we are able to proactively identify, treat, and manage loss exposures, thus creating comprehensive solutions that insure every area where there is exposure to risk or loss has the correct insurance. Our expertise, market relationships, and dedicated resources around the globe will greatly benefit you. Safeguard provides personalized solutions to help Professional Athletes, Family Offices, Executives, Physicians, Affluent Business Owners, Individuals and Retirees.
Because we have relationships with nearly all the insurance companies, Safeguard is able to secure the best policies and the best pricing for our clients. Safeguard is an independently licensed full service insurance brokerage, enabling Safeguard to offer a complete suite of services and assist 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, Disability, Dental, Vision, and Supplemental Plans (including Medicare Supplements). The Health Insurance Industry has become so complex that our clients look to us for answers and to search for the plans and coverages that best suit their needs and budget.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 2603 Camino Ramon, Suite 200, San Ramon,ca 94583,united States
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- safeguardfinancial.com
- Keywords
- Life Insurance, Benefits, Health Insurance, Athletes, Executives, Doctors, Insurance, Sports Agents, insurance agents, Sports Advisory, Family office serivces, International insurance, global insurance.
- HQ
- San Ramon, CA
Safeguard Financial And Insurance Services Questions
Safeguard Financial And Insurance Services's website is safeguardfinancial.com
Safeguard Financial And Insurance Services's LinkedIn profile is https://www.linkedin.com/company/safeguard-financial
Safeguard Financial And Insurance Services has
8 employees.
View email and phone details for 8
employees at Safeguard Financial And Insurance Services.
Safeguard Financial And Insurance Services's industry is
Insurance
Safeguard Financial And Insurance Services's top competitors are
1857 Advisors Group/ 1857 Advanced Financial Strategies Llc,
United Cities,
Supercap Group,
United Cities Sport,
Gameplan Sports And Entertainment,
Safeguard Insurance Agency, Inc.,
Safeguard Financial Services,
Creditum.io,
Zidle.fi,
Ajx Capital.
Safeguard Financial And Insurance Services's categories are Insurance
Safeguard Financial And Insurance Services's founding year is 2004
