Safeguard Investment Advisory Group of Corona

Safeguard Investment Advisory Group of Corona is a Financial Planner in Corona, CA, located at 4160 Temescal Canyon Rd #307. It holds a rating of 5.00 based on 0 reviews.

The firm operates under a fiduciary standard of care, prioritizing client interests over specific products or commissions. Managing Partner Reid Abedeen has over 18 years of experience assisting retirees with insurance, long-term care planning, asset protection, and financial services.

Services include comprehensive retirement planning, risk assessment, taxation strategies, fee analysis, Roth conversions, and income planning. The firm utilizes the Riskalyze tool to help clients determine appropriate investment choices based on their risk scores.

The approach is detailed in the book "The Mathematics of Retirement," which applies strategic logic to help families manage risk and protect their legacies. The firm is independent and not bound to any specific institution, allowing it to search for products that fit client needs.

The business holds a 5.00 rating.

The firm sits on Temescal Canyon Road, about a quarter mile from Promenade Avenue and just over a third of a mile from Magnolia Avenue and 6th Street.

BizScoreAI gave the business a Content Quality score of 100 out of 100, meaning the website clearly answers customer questions so AI assistants can quote it directly. The Technical score is 91 out of 100, showing the site is secure and readable for search engines. The business ranks number 3 of 5 Financial Planner businesses that BizScoreAI has scored in Corona.