Shoreline Financial Services

5.0 star rating Rating - based on 3 reviews & complaints
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Shoreline Financial Services Categories
Financial Planning and Management Services
Preferred Members
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Customer Reviews, Ratings & Complaints
Review Posted 9/19/2011
Review 9/19/2011
Honesty, Integrity, Respectful and looking out for my best interest, is the service I received from Shoreline Financial. I have seen and been to some of the other institutions that offer these "6" month CD's and have found that they are long term... Read More »
Review Posted 11/8/2010
Review 11/8/2010
I have been to some of the other Institutions in the area that offer similar rates but found out that they were just gimmicks trying to get me to place my money into a 15 year annuity. I am 77 years old, why would I put over $100,000 away for that... Read More »
Review Posted 4/6/2010
Review 4/6/2010
Shoreline Financial Services has been a great avenue for my husband and I. They were very educational and thorough when it came to planning our retirement. I referred my parents and they have taken care of all their financial needs for time to com... Read More »
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Additional Business Information
Hours   Phone   (877) 322-0407 Address   27281 Las Rambles Suite 200
Mission Viejo, CA 92691
Website Email
Contact   Jeffrey C. Vallez Other  
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