Safeguard Financial and Insurance Services a Financial Planning, Investment Advisory and Benefits firm.

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Headquarter in the San Francisco Bay Area, Safeguard Financial and Insurance Services is a national full service Financial Planning, Insurance Advisory and Benefits Firm founded by Jason Lohe, a former NFL Players Association Financial Advisor. We have built a reputation on helping clients create, preserve, and protect wealth for their families and their businesses through personalized solutions catering to the needs and goals of each individual and business. read more