Financial Consulting Services at Shield Wealth Management (45% Off)

San Rafael

$83
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Value Discount You Save
$150 45% $67
Limited time remaining!
Limited quantity available
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In a Nutshell

From the merchant: An hourly consultation service during which any question related to personal finance and investments can be asked.

The Fine Print

Promotional value expires 120 days after purchase. Amount paid never expires. Appointment required, 24 hour advance notice required. Limit 1 per person, may buy 1 additional as a gift. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.

A Chat with Shield Wealth Management

What services does your business offer and what makes your business stand out from the competition?
Client focused, result oriented, objective approach.

What was the inspiration to start or run this business?
To be able provide services, free of sales pressure, that are objective and fully tailored towards clients’ needs.

What do you love most about your job?
Being able to provide help that is needed as opposed to selling a product.

What is the best reaction you’ve ever gotten from a customer?
A client referral is the best feedback one can get.

Merchant Location Map
  1. 1

    San Rafael

    4040 Civic Center Drive

    San Rafael, CA 94903

    +14153265178

    Get Directions

By purchasing this deal you'll unlock points which can be spent on discounts and rewards. Every 5,000 points can be redeemed for $5 Off your next purchase.
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