Safeguard Investment Advisory Group

  • Investment Bank/Securities Brokerage
  • Temescal Valley CA
  • 9 employees
  • Investment Management
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Company Overview

Headquarters
4160 Temescal Canyon Rd., Suite 307, Temescal Valley CA
Website
safeguardinvestment.com
Phone
(951) 667-4969
Employees
9
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$10B

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Who is Safeguard Investment Advisory Group

Safeguard Investment Advisory Group LLC is an investment advisory firm based in Temescal Valley, California. The company employs 9 people and generates over $10,000 in annual revenue. Safeguard Investment Advisory Group specializes in providing personalized financial advice and tailored solutions to help clients achieve their financial goals. They offer a comprehensive range of services, including portfolio management, investment planning, financial education seminars, wealth management, and retirement planning. Prior to offering any investment advice, Safeguard Investment Advisory Group emphasizes a thorough understanding of each client's financial and lifestyle objectives. They believe in building strong relationships with their clients based on transparency and trust. For more information about Safeguard Investment Advisory Group's services and how they can help you achieve your financial goals, visit their website at safeguardinvestment.com.

Company Leadership

Reid Abedeen

Managing Partner

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Eddie Sota

Partner

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Pam Gulosh

Owner

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Safeguard Investment Advisory Group Industry Tags

Investment and Portfolio Management
Trust and Estate Planning
Wealth Management
Legal Protection Including Living Trusts and Wills
Life Insurance for Estate Planning
California Retirement Planning
Personal Tax Planning
Retirement Investment Planning
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Companies Similar to Safeguard Investment Advisory Group

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Company Name Revenue Number of Employees Location Founded in
10M Santa Monica, CA 2012
10M 4 New York, NY 2015
10M 11 2013
10M 14 Freiburg, CA 2010
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FAQ

What is the location of Safeguard Investment Advisory Group's headquarters?
The headquarters of Safeguard Investment Advisory Group are situated at 4160 Temescal Canyon Rd., Suite 307, Temescal Valley CA
What is Safeguard Investment Advisory Group's phone number?
Safeguard Investment Advisory Group's contact number is (951) 667-4969.
What is Safeguard Investment Advisory Group's official website?
The official website of Safeguard Investment Advisory Group can be found at safeguardinvestment.com.
What is Safeguard Investment Advisory Group's current revenue?
As of November 2019, Safeguard Investment Advisory Group's annual revenue reached $10B.
How many employees does Safeguard Investment Advisory Group currently have?
Safeguard Investment Advisory Group employs approximately 9+ people as of November 2019
Which industries is Safeguard Investment Advisory Group primarily operating in?
Safeguard Investment Advisory Group operates in the following industries: Investment Management
Who is the Managing Partner of Safeguard Investment Advisory Group?
Safeguard Investment Advisory Group's Managing Partner is Reid Abedeen
What are Safeguard Investment Advisory Group's industry tags?
Safeguard Investment Advisory Group's industry tags include: Investment and Portfolio Management, Trust and Estate Planning, Wealth Management

Employee Directory

Key Employees

Rick Rivera

Owner

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Kerrilyn Collins

Director Of Marketing

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Teri Hilario

Operations Assistant

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Julie Scott

Client Relations Specialist

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