Shield Financial Group — Financial Planner
Financial Planner in San Antonio — Independent insurance agency services
Financial planner · San Antonio, United States
AI Trust Snapshot
- AI Confidence
- Indexed
- Last Verified
- today
Verified Sources
- ✓ 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
This business profile has been independently corroborated by Vizoryo across 3 independent public sources. Data confidence score: 88% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- 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
- 38
- Verified By
- 3 independent public sources
- Data Confidence
- 88% (verified 2026-07-01)
- Verification Status
- Indexed
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
Services
Specialties
- Independent insurance agency services
Verification
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
Languages supported
- lang="en
- en
Contact
Phone: +12102778187
Official website: https://shieldfinancialgroup.com/