Acquiring Company
Safeguard Investment Advisory Group
Acquired Company
Solutions First Financial Group
CoronaScottsdaleFinancial ServicesAngel InvestmentFinanceDescription
Safeguard Investment Advisory Group expands its operations into Arizona with the acquisition of Solutions First Financial Group. This move marks a significant growth milestone for Safeguard, enhancing its presence in the Southwest region. The new office commenced operations on April 1, 2025.
Quick answer
Safeguard Investment Advisory Group is acquiring Solutions First Financial Group, announced April 14, 2025. Safeguard Investment Advisory Group is based in Corona, California, United States.
- How much did Safeguard Investment Advisory Group pay for Solutions First Financial Group?
- The deal value was not disclosed.
- What does Safeguard Investment Advisory Group do?
- Safeguard Investment Advisory Group offers investment management services across California.
- Where are Safeguard Investment Advisory Group and Solutions First Financial Group based?
- Safeguard Investment Advisory Group is based in Corona, California, United States. Solutions First Financial Group is based in Scottsdale, Arizona, United States.
- Who are the decision-makers at Safeguard Investment Advisory Group?
- Fundz holds 3 contacts at Safeguard Investment Advisory Group. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Safeguard Investment Advisory Group, and when
When Safeguard Investment Advisory Group changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Safeguard Investment Advisory Group raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Safeguard Investment Advisory Group, from your own LinkedIn network
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Related People
Frequently asked
Who acquired Solutions First Financial Group?
Solutions First Financial Group was acquired by Safeguard Investment Advisory Group, based in Corona. The deal was reported on April 14, 2025. Safeguard Investment Advisory Group offers investment management services across California. Safeguard Investment Advisory Group is privately held and operates in Financial Services.
When did Safeguard Investment Advisory Group acquire Solutions First Financial Group?
Safeguard Investment Advisory Group's acquisition of Solutions First Financial Group was reported on April 14, 2025. Safeguard Investment Advisory Group expands its operations into Arizona with the acquisition of Solutions First Financial Group. This move marks a significant growth milestone for Safeguard, enhancing its presence in the Southwest region. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Solutions First Financial Group do?
Solutions First Financial Group helps you define and pursue your vision of financial independence—whether that means continuing a career you love, traveling the world, or simply enjoying more time with loved ones. It is privately held, operating in Finance, and is based in Scottsdale.
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