Safeguard Investment Advisory Group

Financial services in CORONA

About Safeguard Investment Advisory Group

Reid Abedeen is the managing partner at Safeguard Investment Advisory Group, LLC. As an investment advisor, Reid has helped retirees for over 18 years with issues such as insurance, long-term care planning, financial services, asset protection and many other areas. Upon receiving his degree in business administration, he began the first leg of his career in the banking industry. Always looking for ways to help clients, Reid realized that institutions were limited in the personal assistance that they could offer families. Believing that clients and their families should come first, he decided to go on his own in order to give the proper help and guidance that many families need in determining their retirement goals.

Services

Risk Taxation Fees Roth Conversion Income Planning Long-Term Care Wealth Transfer Identity Theft Income Planning Wealth Management Risk Analysis Asset Protection CPA Resources Estate Planning Charitable Giving Living Trust Resources Wealth Transfer Tax Planning Retirement Income Strategies Investment Portfolio Management Medicare Planning Long-Term Care Planning Annuities Life Insurance

Reviews

My husband and I have been clients of Safeguard for more than twelve years. Reid Abedeen and his staff are so knowledgable and helpful for all of our needs. They are always up to date on our investments and the latest financial news. They make us feel like we are part of a family and we highly recommend them!