Safeguard Financial

Insurance · California, United States · 1-10 Employees

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Overview

Headquarters

2603 Camino Ramon Ste 200, San Ramon, Ca...

Phone Number

(925) 627-1800

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1

About Safeguard Financial

Safeguard Financial is a full-service insurance brokerage that specializes in providing comprehensive insurance and risk management solutions for high net worth individuals, professional athletes, and businesses. They collaborate with clients' existing advisory teams to create tailored insurance strategies that address unique financial needs and exposures. Their services include life insurance, commercial insurance, employee benefits, and specialized coverage for the sports industry. With a global reach and a commitment to personalized service, Safeguard Financial aims to protect clients' assets and lifestyles while ensuring peace of mind.Explore more
Safeguard Financial's Social MediaPopular SearchesSafeguard FinancialSafeguard Financial and Insurance ServicesSafeguard Financial & Insurance ServicesSafeguard Financial Group IncSafeguard Benefits Insurance ServicesSIC Code 64,641NAICS Code 52,524Show more

Safeguard Financial Org Chart

PhoneEmail
ML
United States flag for contact location.

Senior VP, Benefits

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Safeguard Financial

<$5M
1-10
Private
-
2004
ML
Misty LoheSenior VP, Benefits
<$5M
11-50
Private
-
2010
Brett Muehlbrad, President & Owner at Custom Benefit Services of Midland
Brett MuehlbradPresident & Owner
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2004
CM
Carol MatejaEmployee Benefits
<$5M
1-10
Private
-
2010
JF
Jack FlemingPrincipal Broker and Owner
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Safeguard Financial is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Safeguard Financial is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Safeguard Financial.

Safeguard Financial Tech Stack

A closer look at the technologies used by Safeguard Financial

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Frequently Asked Questions Regarding Safeguard Financial

What is Safeguard Financial's official website?
Safeguard Financial's official website is www.safeguardfinancial.com
What is Safeguard Financial's Revenue?
Safeguard Financial's revenue is <$5 Million
What is Safeguard Financial's SIC code?
Safeguard Financial's SIC: 64,641
What is Safeguard Financial's NAICS code?
Safeguard Financial's NAICS: 52,524
How many employees does Safeguard Financial have?
Safeguard Financial has 1-10 employees
What industry does Safeguard Financial belong to?
Safeguard Financial is in the industry of: Insurance
What is Safeguard Financial competition?
Safeguard Financial top competitors include: Healthplansny, Dominion Insurance of Texas, Comrade Financial Group, Custom Benefit Services of Midland
What technology does Safeguard Financial use?
Some of the popular technologies that Safeguard Financial uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Safeguard Financial?
Safeguard Financial contact info: Phone number: (925) 627-1800 Website: www.safeguardfinancial.com
What does Safeguard Financial do?

Safeguard Financial is a full-service insurance brokerage that specializes in providing comprehensive insurance and risk management solutions for high net worth individuals, professional athletes, and businesses. They collaborate with clients' existing advisory teams to create tailored insurance strategies that address unique financial needs and ex... posures. Their services include life insurance, commercial insurance, employee benefits, and specialized coverage for the sports industry. With a global reach and a commitment to personalized service, Safeguard Financial aims to protect clients' assets and lifestyles while ensuring peace of mind.Read More

What are Safeguard Financial social media links?
Safeguard Financial Linkedin page Safeguard Financial Twitter page Safeguard Financial Facebook page
Is Safeguard Financial a public company?
Safeguard Financial is private company therefore does not currently have an official ticker symbol
See more information about Safeguard Financial

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