Shield Financial & Insurance Services
Financial Services • 
San Ramon, California, United States • 1-10 Employees
Company overview
| Headquarters | 12907 Alcosta Blvd, A2, San Ramon, California 94583, US |
| Phone number | +19259731088 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Preservation, Financial Services, Securities, Retirement Planning, Estate Planning, Risk Mitigation, Safe Investments, Beneficiary Planning, Ai Managed Portfolios, Traditional Portfolios |
| Founded | 2006 |
| Employees | 1-10 |
Key Contact at Shield Financial & Insurance Services
William Watson
Vice President
About Shield Financial & Insurance Services
Family-owned and operated since 2006, Shield Financial & Insurance Services℠ has continuously remained committed to providing outstanding service to our clients. As an independent advisory firm, our primary obligation is to our clients, not the institutions. In this, we promise to communicate with our clients and keep them aware of what takes place in the market... both good and bad! We are not here to sell you yet another product, but to provide you with the best education possible. We want to help you decide what's best for YOU, even when it's not in our best interest!
Shield Financial & Insurance Services revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Shield Financial & Insurance Services has never raised funding before.
United Kingdom
Australia
Netherlands
Frequently asked questions
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