Safeguard Investment Advisory Group of Corona

Safeguard Investment Advisory Group of Corona is a Financial Planner in Corona, CA. The firm specializes in comprehensive retirement planning, focusing on managing wealth and assets to help clients pursue their personal goals. Services include risk assessment, taxation strategy, fee analysis, Roth conversions, and income planning. The team operates under a fiduciary standard of care, meaning they are legally required to act in the client's best interest rather than seeking higher commissions. They are an independent financial firm, free from ties to specific institutions or products, which allows them to search for the right solutions for each client. The firm serves individuals and families, helping them address concerns such as outliving their money, tax burdens, and long-term care.

The practice is led by Reid Abedeen, the Managing Partner and Investment Advisor Representative. With over 18 years of experience helping retirees, Abedeen has worked in areas including insurance, long-term care planning, asset protection, and financial services. His background includes a degree in business administration and early career experience in the banking industry, where he recognized the limitations of institutional assistance for personal financial needs. The firm uses a disciplined approach rooted in education and integrity to create customized strategies. They utilize tools like Riskalyze to help clients determine their risk score, ensuring investment choices align with their tolerance. Additionally, the firm publishes educational content, including a book titled The Mathematics of Retirement, which applies strategic logic to navigate complex retirement challenges such as shifting tax laws and rising healthcare costs. The firm also engages in community outreach and provides media insights on financial news.

The office is located at 4160 Temescal Canyon Rd #307. It sits on Temescal Canyon Road, about a quarter mile from Promenade Avenue and roughly three-tenths of a mile from Magnolia Avenue and 6th Street. The location is also about four-tenths of a mile from the 91 Express Lanes and Riverside Express government offices, as well as the Corona Community School.

Safeguard Investment Advisory Group of Corona holds a 5.00 rating from the customers who have reviewed it. This positive feedback reflects the firm's focus on putting client needs first and its long-standing dedication to helping families secure their financial future in Corona.