What our clients are saying...

When Eric Harthun first started in the financial services industry over 22 years ago, he decided he was going to be in it for the long haul.  The best way to serve his clients has been to help them make financial decisions that stand the test of time.  Sometimes it is the clients themselves that share the most meaningful thoughts on Safeguard Financial's service and performance.  This is just a sample of what our clients are saying about us:


"When my father passed it was such a difficult time.  We were glad that he and Eric had set up a funeral trust to cover his final expenses.  The trust paid the funeral home right away and was one less thing to worry about." 

Gary S. ~ Appleton, WI

 "I have known Eric for 20 years and have always relied on his knowledge and honesty to steer me in the right direction.  He is genuine, honest and loyal.   I'm proud to be his friend and client." 

Dana S. ~ Georgetown, TX (former Appleton, WI native)

"Through my father's financial experiences we met Eric.  We were pleased with his financial suggestions and optimism.  Eric's knowledge, experience regarding laws and his pleasant demeanor are what gave us confidence that our investments would be safe and profitable."

Carol V. ~ Appleton, WI

 "Safeguard Financial has gone above and beyond when it comes to the help that I have been provided with my tax-deferred annuities.  Eric's experience and sound advice have allowed me to watch my annuities grow in a time when other investments are losing money.  I'm so glad that I have entrusted him to assist me."    

Carol R. ~ Sand Creek, WI

"We have known Eric for many years.  When we first met Eric, he gave us that warm and fuzzy' feeling.  That led us to developing a lasting relationship which since, has completely met our insurance needs.  He is always so helpful, very informative and a great resource person!  We feel confident working with Eric due to his vast knowledge, organizational skills and excellent follow-up.  We have recommended him to family and friends."

Maryann G. ~ Appleton, WI

"Eric has been handling most of my financial affairs for 15 years.  In that time he has been a great help to me and my family.  Our relationship started out as business, but grew into a great friendship.  I'm not sure what I'd do without him."    

Roland C. ~ Appleton, WI

"Exceptional customer service and care.  It is hard to trust your money with a financial advisor these days.  I trust Safeguard Financial to help me make wise investments in these hard times."    

Chris B. ~ Floresville, TX