• San Antonio, TX
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Our mission is to provide our clients with qualified financial guidance based on uncompromising integrity while giving personalized solutions that grant safety and opportunity for growth

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Investment Advisory services offered through Optivise Advisory Services LLC ("Optivise"), an SEC registered investment advisory firm. Optivise and Shield Financial Group ("SFG") are non-affiliated entities. Optivise and SFG only transact business in states where it is properly licensed, or is excluded or exempted from registration requirements.

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