Safeguard Investment Advisory Group - Corona, California

Sylvia Toste-Rodgers

My husband, Cory, and I were referred to Safeguard Investment Advisory Group by a good friend of ours. When my husband decided to retire we went to Safeguard Investment Advisory Group, meeting with Rick Rivera, and have been with this group for over 15 years. The staff are very friendly, offering a variety of drinks (non-alcoholic) and if you want a warm chocolate chip cookie, they have that too.We have never regretted moving our money to Safeguard Investment.
They have also assisted my financial planning since I recently lost my husband.
Thank you Safeguard for all that you have done for us and continue to be there for me with any questions I may have. I will be forwarding their information to any of my family members and friends who are currently working or near retirement.
You All Are The Best of the Best! and I am so grateful you all are there assisting me and my needs. Thank you.

Ken Toblesky

Over the past 35 years I’ve had the opportunity to work with a number of financial planners. None were able to deliver the broad base of knowledge and more importantly the level of personal attention that Safeguard Advisory Group investments provides for its clients.
I was first introduced to Reid Abedeen by my mother 20 years ago. Mom was a product of the Depression and not one who would easily handover her trust in financial matters to just anyone. It wasn’t long before Mom became one of Reid’s biggest advocates. My mom never missed an opportunity to share her admiration and trust in Reid and she routinely recommended his services without hesitation. Many of my mom’s friends became satisfied clients as a result.
Personally, my experience has been the same as my mom’s. His approach to wealth management, tax advantage investing, assistance with estate planning and in depth analysis is always presented in a clear, understandable and personalized format. He is independent, giving me confidence that he is not tied to one company or any one program. That benefits us with additional planning options and greater flexibility in our planning and assures that he has our best interest at hand.
On a final note, when my mother passed away, Reid was with us every step of the way in helping us navigate the settling of my mother’s estate. His caring for us was more like a dear family member than a financial planner. I highly recommend Reid Abedeen and his firm Safeguard Advisory Group Investments to everyone!

Irene Samson

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!

Keith James

I was actually with another firm, but attended a Safeguard workshop in an effort to obtain a little more insight and some new options that might be available to update my current portfolio. Well, attending the workshop lead to a consultation which ultimately lead to my becoming a Safeguard Client. The value percieved and service provided was unparalleled to my previous experience. I'm definitely on path towards a more secure future and a Safeguard client for life.

Bill Kentling

Outstanding in every way. Staff service extraordinary. My first year as client makes me wish I had found them earlier.

Pat DuBiel