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BBB Accredited Business sinceAdditional Locations
Phone: (916) 966-3040 7921 Kingswoods Drive Suite A-1, Citrus Heights, CA 95610 View Additional Web Addresses
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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
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Customer Reviews Summary Read customer reviews
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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:
Department of Insurance
Phone Number: (800) 927-4357
The number is 0C16747.
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Edward Sota, Owner
Investment Advisory Service Estate Planning & Management Financial Planning Consultants Insurance Companies Insurance - Accident & Health Insurance - Fire & Flood Specialists Insurance - Bonding Insurance - Health Insurance - Homeowners Insurance - Life Insurance - Senior Products Insurance - Disability Insurance - Property