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Sword and Shield Estate PlanningFinancial advisor in Salt Lake City, UT

Sword and Shield Estate Planning is a financial advisor in Salt Lake City, UT, ranked #41 of 230 financial planners in Salt Lake City and rated 4.7 from 17 Google reviews. Open 7 days a week.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Salt Lake City, UTUpdated 0 paid placements in any rankingHow we rank

Call (801) 680-1217Website ↗

Key facts

Key facts about Sword and Shield Estate Planning
Phone(801) 680-1217
Websiteswordshieldplanning.com
HoursOpen all day, 7 days a week
Google rating4.7 from 17 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Salt Lake City and 12 towns within 25 miles: Provo, Orem, Springville, Lindon, Pleasant Grove, Spanish Fork, American Fork, Cedar Hills, Saratoga Springs, Lehi, Payson and Highland.

Based in Salt Lake City, UTView on map

Opening hours

Opening hours for Sword and Shield Estate Planning
DayHours
Monday12 AM – 12 AM
Tuesday12 AM – 12 AM
Wednesday12 AM – 12 AM
Thursday12 AM – 12 AM
Friday12 AM – 12 AM
Saturday12 AM – 12 AM
Sunday12 AM – 12 AM
  • Open evenings — no
  • Open Saturdays
  • Open Sundays

Questions about Sword and Shield Estate Planning

How is Sword and Shield Estate Planning ranked in Salt Lake City?

Sword and Shield Estate Planning is ranked #41 of 230 financial planners in Salt Lake City by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Sword and Shield Estate Planning’s hours?

Sword and Shield Estate Planning is open 7 days a week. Its listed hours are Open all day, 7 days a week. On Saturdays it is open 12 AM to 12 AM, and on Sundays 12 AM to 12 AM. Hours come from the business listing; holiday hours may differ.

What areas does Sword and Shield Estate Planning serve?

Serves Salt Lake City and 12 towns within 25 miles: Provo, Orem, Springville, Lindon, Pleasant Grove, Spanish Fork, American Fork, Cedar Hills, Saratoga Springs, Lehi, Payson and Highland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Sword and Shield Estate Planning?

Sword and Shield Estate Planning has a rating of 4.7 from 17 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Sword and Shield Estate Planning?

Call Sword and Shield Estate Planning on (801) 680-1217. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Sword and Shield Estate Planning? Claim this profile.

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Compare nearby financial advisors

Sword and Shield Estate Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Sword and Shield Estate Planning (this business)—694.7 (17)YesYes
Tencap Wealth Coaching - Financial Advisor#40695.0 (53)NoNo24.2 mi
Lake City Funding#42695.0 (55)YesNo21.8 mi

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