Financial Advisors · profile

Safeguard Investment Advisory Group

Financial Advisors · Escondido, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
500 La Terraza Blvd UNIT 110, Escondido, CA 92025, USA · View on Google Maps Google Places
Phone
(760) 571-9005 Google Places
Website
www.safeguardinvestment.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (7)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Self-claimed 0 linkedin.comSelf-published social safeguardinvestment.comSelf-published

1 fact·2 sources·0 contested·1 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

No performance claims are currently recorded.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
escondido, casafeguardinvestment.comSelf-publishedprnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedfacebook.comSelf-published social
Established in
2008bbb.orgAggregatedbbb.orgAggregated
Years in practice
17 years · over a quarter of a century · over 18 years · more than two decadesbbb.orgAggregatedbbb.orgAggregatedsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedzoominfo.comAggregated
Registration
SEC · Registered Investment Advisory Firmadvisorsearch.orgAggregatedlinkedin.comSelf-published socialleadiq.comAggregated
Services
financial planning services, investment planning, tax planning, estate planning, retirement planning, life-based event planning · retirement planning · wealth management, financial planning, Financial Advice, Investment Advisory, Long-Term Care Planning, Retirement Planning, Risk Management, Tax Strategies · retirement, trust, estate, insurance, and financial planning, as well as annuities, infinite banking, and portfolio management servicesadvisorsearch.orgAggregatedprnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedyelp.comAggregatedbbb.orgAggregatedbloomberg.comIndependent editorial
Who they work with
retirees · families · retirees and Generation X · retirees, familiesprnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

SAFEGUARD INVESTMENT ADVISORY GROUP - Updated May 2026 - 17 Reviews - 4160 Temescal Canyon Rd, Corona, California - Financial Advising - Phone Number - Yelp
yelp.com Aggregated ·
Safeguard Investment Advisory Group Announces Grand Opening of New Office in Escondido, California
safeguardinvestment.com Self-published ·
The headquarters of Safeguard Investment Advisory Group is 4160 Temescal Canyon Road, Suite 307. Corona, CA 92883.
advisorsearch.org Aggregated ·
Safeguard Investment Advisory Group, a leading financial firm known for helping clients achieve their dream retirements
finance.yahoo.com Independent editorial · prnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-published
building on their six successful locations across the Golden State in Corona, Roseville, San Diego, Oxnard, Santa Barbara and Escondido.
prnewswire.com Press release / wire ·
Investment Advisory ServicesSafeguard Investment Advisory Group, LLC
bbb.org Aggregated ·
The Company offers retirement, trust, estate, insurance, and financial planning, as well as annuities, infinite banking, and portfolio management services.
bloomberg.com Independent editorial ·
A REGISTERED INVESTMENT ADVISORY FIRM
linkedin.com Self-published social ·
06
Every source, every date

Where every fact comes from

We read 108 mentions across the web and boiled them down to 58 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 58 confirmed facts · 108 mentions read
Fact Value Source Source date How we checked
Category Financial Advising · 3 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category financial advisory firm · 2 sources safeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-published Verified
Category financial firm · 4 sources finance.yahoo.comIndependent editorialprnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-published Verified
Category Financial Planner facebook.comSelf-published social Verified
Category Health & Medical yelp.comAggregated Verified
Category independent financial services firm zoominfo.comAggregated Verified
Category Investing · 3 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category Investment Advisor Representative safeguardinvestment.comSelf-published Verified
Category investment advisory firm bloomberg.comIndependent editorial Verified
Category Investment Advisory Services · 2 sources bbb.orgAggregatedbbb.orgAggregated Verified
Category Investment Management leadiq.comAggregated Verified
Category Urgent Care yelp.comAggregated Verified
Established in 2008 · 2 sources bbb.orgAggregatedbbb.orgAggregated Verified
Featured on safeguardinvestment.com · 3 sources safeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-published Verified
Fiduciary status Fiduciary · 4 sources linkedin.comSelf-published socialsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-published Verified
Founded by reid abedeen bbb.orgAggregated Verified
Known for helping clients achieve their dream retirements · 3 sources finance.yahoo.comIndependent editorialsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-published Verified
Main location az safeguardinvestment.comSelf-published Verified
Main location ca · 4 sources yelp.comAggregatedlinkedin.comSelf-published socialyelp.comAggregatedsafeguardinvestment.comSelf-published Verified
Main location citrus heights, ca yelp.comAggregated Verified
Main location corona, ca · 9 sources yelp.comAggregatedadvisorsearch.orgAggregatedprnewswire.comPress release / wirebloomberg.comIndependent editoriallinkedin.comSelf-published socialyelp.comAggregatedleadiq.comAggregatedsafeguardinvestment.comSelf-publishedfacebook.comSelf-published social Verified
Main location escondido, ca · 4 sources safeguardinvestment.comSelf-publishedprnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedfacebook.comSelf-published social Verified
Main location irvine, ca facebook.comSelf-published social Verified
Main location murrieta, ca · 2 sources safeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-published Verified
Main location oxnard, ca · 4 sources prnewswire.comPress release / wirebbb.orgAggregatedsafeguardinvestment.comSelf-publishedfacebook.comSelf-published social Verified
Main location roseville, ca · 3 sources prnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedfacebook.comSelf-published social Verified
Main location san diego, ca · 3 sources prnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedfacebook.comSelf-published social Verified
Main location santa barbara, ca · 4 sources prnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedfacebook.comSelf-published social Verified
Main location scottsdale, az prnewswire.comPress release / wire Verified
Main location us linkedin.comSelf-published social From page metadata
Registration Registered Investment Advisory Firm · 2 sources linkedin.comSelf-published socialleadiq.comAggregated Verified
Registration SEC advisorsearch.orgAggregated Verified
Services estate planning safeguardinvestment.comSelf-published Verified
Services estate planning, financial planning, retirement planning safeguardinvestment.comSelf-published Verified
Services Financial Advice, Investment Advisory, Long-Term Care Planning, Retirement Planning, Risk Management, Tax Strategies bbb.orgAggregated Verified
Services financial planning services, investment planning, tax planning, estate planning, retirement planning, life-based event planning advisorsearch.orgAggregated Verified
Services insurance plans and products safeguardinvestment.comSelf-published Verified
Services insurance, long-term care planning, financial services, asset protection safeguardinvestment.comSelf-published Verified
Services Investment management safeguardinvestment.comSelf-published Verified
Services investment management, retirement planning, risk, taxation, fees, Roth conversions, income planning, long-term care, wealth transfers, identity theft safeguardinvestment.comSelf-published Verified
Services Portfolio management, Investment planning, Financial education and financial planning seminars, Wealth management, Retirement planning leadiq.comAggregated Verified
Services retirement planning · 6 sources prnewswire.comPress release / wiresafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedsafeguardinvestment.comSelf-publishedyelp.comAggregated Verified
Services retirement planning, asset management, wealth management safeguardinvestment.comSelf-published Verified
Services retirement, trust, estate, insurance, and financial planning, as well as annuities, infinite banking, and portfolio management services bloomberg.comIndependent editorial Verified
Services wealth and asset management safeguardinvestment.comSelf-published Verified
Services wealth management and asset management services zoominfo.comAggregated Verified
Services wealth management, financial planning bbb.orgAggregated Verified
Services wealth management, financial planning, Financial Advice, Investment Advisory, Long-Term Care Planning, Retirement Planning, Risk Management, Tax Strategies bbb.orgAggregated Verified
Who they work with families safeguardinvestment.comSelf-published Verified
Who they work with families, retirees safeguardinvestment.comSelf-published Verified
Who they work with individuals and families zoominfo.comAggregated Verified
Who they work with retirees · 2 sources prnewswire.comPress release / wiresafeguardinvestment.comSelf-published Verified
Who they work with retirees and Generation X safeguardinvestment.comSelf-published Verified
Who they work with retirees, families safeguardinvestment.comSelf-published Verified
Years in practice 17 years · 2 sources bbb.orgAggregatedbbb.orgAggregated Verified
Years in practice more than two decades zoominfo.comAggregated Verified
Years in practice over 18 years safeguardinvestment.comSelf-published Verified
Years in practice over a quarter of a century safeguardinvestment.comSelf-published Verified

How we checked — what each label means·Verified matched its source·From page metadata read from the site's code

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

No credentials are currently recorded.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
4
Data refreshed
Compiled
Mentions → facts
108 → 58
Aggregated Self-published Press release / wire Self-published social

Sources consulted

Profile · safeguard-investment-advisory-group-ffb06ca7983e40d7983148dbfefa36ce Category · Financial Advisors Published by Authoria