BBB Business Review

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BBB Accredited Business since

Safeguard Investment Advisory Group, LLC

Phone: (877) 213-7233 View Additional Phone Numbers 4160 Temescal Canyon Rd STE 307, Corona, CA 92883 http://www.safeguardinvestment.com


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BBB Accreditation

A BBB Accredited Business since

BBB has determined that Safeguard Investment Advisory Group, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Safeguard Investment Advisory Group, LLC include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Safeguard Investment Advisory Group, LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: Business started: 01/25/2008 Business started locally: 01/25/2008 Business incorporated 01/25/2008 in CA
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

California Department of Insurance
300 S. Springs St, South Tower, Los Angeles CA 90013
www.insurance.ca.gov
Phone Number: (800) 927-4357
The number is 0C78700.

California Department of Insurance
300 S. Springs St, South Tower, Los Angeles CA 90013
www.insurance.ca.gov
Phone Number: (800) 927-4357
The number is 0C16747.

Securities & Exchange Commission
44 Montgomery St Ste 1100, San Francisco CA 94104
www.sec.gov
Phone Number: (415) 705-2500
The number is CRD 146132.

Securities & Exchange Commission
44 Montgomery St Ste 1100, San Francisco CA 94104
www.sec.gov
Phone Number: (415) 705-2500
The number is CRD 5480138.

Securities & Exchange Commission
44 Montgomery St Ste 1100, San Francisco CA 94104
www.sec.gov
Phone Number: (415) 705-2500
The number is CRD 5480478.

Securities & Exchange Commission
44 Montgomery St Ste 1100, San Francisco CA 94104
www.sec.gov
Phone Number: (415) 705-2500
The number is CRD 5564807.

Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Ricky Rivera, President Mr. Reid Abedeen, Founder Ms. Pamela Vega, Office Manager
Contact Information
Principal: Mr. Ricky Rivera, President
Customer Contact: Ms. Pamela Vega, Office Manager
Business Category

Investment Advisory Service Retirement Planning Service Estate Planning & Management Insurance - Life Annuities

X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.