COLLABORATION NOT COMPETITION!!! We work with your current Legal, Tax, and Wealth Advisory teams forming a true PARTNERSHIP and value add, bringing our resources and access both domestically and internationally. Safeguard Financial and Insurance Services is a Global Insurance Advisory and Benefits firm. Safeguard represents the insurance portion of a client’s overall portfolio. We provide the highest caliber of insurance and risk management consultation by collaborating with other financial and insurance professionals to ensure that every aspect of a client’s financial profile and exposure to risk are addressed. By partnering we are able to proactively identify, treat, and manage loss exposures, thus creating comprehensive solutions that insure every area where there is exposure to risk or loss has the correct insurance. Our expertise, market relationships, and dedicated resources around the globe will greatly benefit you. Safeguard provides personalized solutions to help Professional Athletes, Family Offices, Executives, Physicians, Affluent Business Owners, Individuals and Retirees. Because we have relationships with nearly all the insurance companies, Safeguard is able to secure the best policies and the best pricing for our clients. Safeguard is an independently licensed full service insurance brokerage, enabling Safeguard to offer a complete suite of services and assist clients with their life, health, personal and business insurance needs. This includes but is not limited to, Key employee policies, Group and individual medical plans, Long term care, Disability, Dental, Vision, and Supplemental Plans (including Medicare Supplements). The Health Insurance Industry has become so complex that our clients look to us for answers and to search for the plans and coverages that best suit their needs and budget.
View Top Employees from Safeguard Financial and Insurance ServicesWebsite | http://www.safeguardfinancial.com |
Revenue | $1 million |
Employees | 7 (4 on RocketReach) |
Founded | 2004 |
Address | 2603 Camino Ramon Suite 200, San Ramon, California 94583, US |
Phone | (925) 627-1800 |
Fax | (925) 888-8700 |
Technologies |
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Industry | Insurance |
SIC | SIC Code 64 Companies, SIC Code 641 Companies |
NAICS | NAICS Code 524210 Companies, NAICS Code 52 Companies, NAICS Code 524 Companies, NAICS Code 52421 Companies, NAICS Code 5242 Companies |
Looking for a particular Safeguard Financial and Insurance Services employee's phone or email?
The Safeguard Financial and Insurance Services annual revenue was $1 million in 2024.
Misty Lohe is the Senior Vice President Benefits of Safeguard Financial and Insurance Services.
4 people are employed at Safeguard Financial and Insurance Services.
Safeguard Financial and Insurance Services is based in San Ramon, California.
The NAICS codes for Safeguard Financial and Insurance Services are [524210, 52, 524, 52421, 5242].
The SIC codes for Safeguard Financial and Insurance Services are [64, 641].