Sacramento, CA

Serving The Greater Sacramento Area

At Safeguard Investment Advisory Group, we’re dedicated to helping those aged 50 and older get the assistance they need and the financial advice they deserve.

The Overwhelming Need for Financial Planning

From the state capitol in Sacramento to the picturesque streets of Lincoln and Carmichael, retirement is a topic of concern for those thinking about retiring.

Proper financial planning can be a dizzying task, especially when the stock market is in a state of flux. You need the right advice before you invest your retirement savings.

Let Safeguard Investment Advisory Group help you get the most out of your retirement and live the life you want. Let your golden years in the golden state shine!

We proudly serve the following cities: Folsom, Roseville, Citrus Heights, Rancho Cordova, Sacramento, Carmichael and Lincoln. 

By contacting us you may be offered insurance and/or investment products for sale.

Are You Ready to Meet Your Retirement Goals?

The more you know about where you stand and what the future holds, the better off you’ll be.

Safeguard Investment Advisory Group can help. We offer complimentary, no-obligation workshops in both Southern and Northern California communities.  We might be able to shed some light on your financial situation.

We frequently hold seminars in locations such as Rancho Cordova, Citrus Heights,Folsom and Roseville. If you, or someone you know calls this part of California home, simply CLICK HERE to learn about our upcoming seminar schedule.

Not interested in workshops? 
You can also stop by any of our offices located throughout the state for a free, one-on-one consultation.

At Safeguard Investment Advisory Group, we’re dedicated to helping those aged 50 and older get the assistance they need and the financial advice they deserve.

By contacting us you may be offered insurance and/or investment products for sale.

3005 Douglas Blvd.
Suite 150
Roseville, California 95661
Phone: (916) 966-3040
Toll Free: (877) 213-SAFE (7233)
Fax: (916) 966-3012

Get in Touch

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@safeguardinvestment.com or call us at (877) 213-SAFE (7233) today!