Safeguard Financial and Insurance Services

Safeguard Financial And Insurance Services

Insurance, 2603 Camino Ramon, San Ramon, California, 94583, United States, 1-10 Employees

safeguardfinancial.com

  • LinkedIn

Who is SAFEGUARD FINANCIAL AND INSURANCE SERVICES

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 domestica...

Read More

map
  • 2603 Camino Ramon, San Ramon, California, 94583, United States Headquarters: 2603 Camino Ramon, San Ramon, California, 94583, United States
  • 2004 Date Founded: 2004
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Insurance

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from SAFEGUARD FINANCIAL AND INSURANCE SERVICES

Safeguard Financial and Insurance Services Org Chart and Mapping

Employees
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Safeguard Financial and Insurance Services

Answer: Safeguard Financial and Insurance Services's headquarters are located at 2603 Camino Ramon, San Ramon, California, 94583, United States

Answer: Safeguard Financial and Insurance Services's official website is https://safeguardfinancial.com

Answer: Safeguard Financial and Insurance Services's revenue is $1 Million to $5 Million

Answer: Safeguard Financial and Insurance Services's SIC: 6282

Answer: Safeguard Financial and Insurance Services's NAICS: 523940

Answer: Safeguard Financial and Insurance Services has 1-10 employees

Answer: Safeguard Financial and Insurance Services is in Insurance

Answer: Safeguard Financial and Insurance Services contact info: Phone number: Website: https://safeguardfinancial.com

Answer: 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 clients 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 clients 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.

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access