Theo R.
5/9/2025
First, I only gain gratification of sharing my experience with others that are looking for a trusted Fiduciary Advisor. Bottom line, would I go with Shield Financial and Insurance Services again?...
Shield Financial and Insurance Services
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12907 Alcosta Blvd Ste A2
San Ramon, CA 94583
Shield Financial and Insurance Services is a reputable company based in San Ramon, CA that specializes in providing a range of financial and insurance solutions to individuals and businesses.
With a focus on personalized service and tailored strategies, Shield Financial aims to help clients navigate the complexities of the financial world and protect their assets for the future.
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Also at this address
Reviews
4.510 reviews
Pacita G.
10/24/2024
You will always have a great experience with the financial services from this financial establishment. (SHIELD FINANCIAL) Randy, always acts in the best interest concerning our financial...
Sharron T.
6/3/2024
I've been a client since 2012 and continue to enjoy the business relationship that we have established. Randy has helped me manage the investment of income proceeding from the sale of rental real...
Jm R.
7/17/2024
I've been doing business with Shield Financial for many years and am very pleased with the growth of my investments. Many thanks to Randy and his staff for their personal service!
sea p.
8/17/2022
This review is a long time coming.....after meeting with Randy Watson for my yearly portfolio review, I realized that a Yelp review was in order. I have been a client of Randy's for some years...
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