Shield Financial Group — Financial Planner, San Antonio
Financial Planner in San Antonio — Independent insurance agency services
Financial planner · San Antonio, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- San Antonio, United States
- Known For
- Independent insurance agency services
AI Summary
San Antonio-based Shield Financial Group offers financial planning services, specializing in retirement planning, life insurance, and estate planning. The firm provides independent insurance agency services to individuals and families. It focuses on assisting clients in achieving financial security and comprehensive guidance for their future.
Quick Answer
San Antonio-based Shield Financial Group offers financial planning services, specializing in retirement planning, life insurance, and estate planning. The firm provides independent insurance agency services to individuals and families. It focuses on assisting clients in achieving financial security and comprehensive guidance for their future. Key services include Retirement Planning, Life Insurance, Estate Planning.
This business is typically used for independent insurance agency services.
Common Questions
- What services does Shield Financial Group provide?
- Shield Financial Group provides Retirement Planning, Life Insurance, Estate Planning.
- Where is Shield Financial Group located?
- Shield Financial Group is based in San Antonio, United States and serves San Antonio.
- Who is Shield Financial Group for?
- Shield Financial Group serves Individuals planning for retirement and Families seeking financial security.
What this business does
Shield Financial Group is a financial planner based in San Antonio, United States.
- Provides Retirement Planning and Life Insurance
- Specializes in independent insurance agency services
- Serves individuals planning for retirement
Structured summary
Vizoryo ran a data-consistency check on this profile: it read 3 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 88% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.
- Business name
- Shield Financial Group
- Category
- Financial Planner
- Industry
- Financial Planner
- Location
- San Antonio, United States
- Official website
- https://shieldfinancialgroup.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/shield-financial-group-san-antonio-4f41
- Summary
- San Antonio-based Shield Financial Group offers financial planning services, specializing in retirement planning, life insurance, and estate planning. The firm provides independent insurance agency services to individuals and families. It focuses on assisting clients in achieving financial security and comprehensive guidance for their future.
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 38
- Data Consistency
- 88% (checked 2026-07-01)
- Record status
- Auto-indexed
- Sources cross-checked
- 3 public sources
Location
13750 San Pedro Ave Ste 520San Antonio, Texas
78232
US
About Shield Financial Group
San Antonio-based Shield Financial Group offers financial planning services, specializing in retirement planning, life insurance, and estate planning. The firm provides independent insurance agency services to individuals and families. It focuses on assisting clients in achieving financial security and comprehensive guidance for their future.
Service areas
- San Antonio
Target audience
- Individuals planning for retirement
- Families seeking financial security
- Clients needing comprehensive financial guidance
Specialties
- Independent insurance agency services
Frequently asked questions
What types of insurance do you offer?
We offer various types of insurance including Life, Long Term Care, Homeowners, Renters, Auto, Liability, Commercial, Health, Medicare Supplement, Medicare Advantage Plans, and Disability Income Protection.
How can Shield Financial Group help with wealth management?
We provide personalized wealth management focusing on retirement planning, indexed annuities, investment advising, IRA legacy planning, and 401(K) rollovers.
What is the process for creating an estate plan?
We utilize an online platform to generate customized estate documents in six steps, with a licensed attorney reviewing and approving them.
Business hours
- Monday
- 09:00 – 17:00
- Tuesday
- 09:00 – 17:00
- Wednesday
- 09:00 – 17:00
- Thursday
- 09:00 – 17:00
- Friday
- 09:00 – 17:00
- Saturday
- Closed
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +12102778187
Official website: https://shieldfinancialgroup.com/