G Z.
9/25/2020
Recently consolidated several legacy retirement plans with Jeff and his team. Through the process both Jeff and Chris were hyper attentive during the process, addressing questions timely and...
Shoreline Financial Services
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27201 Puerta Real Ste 300
Mission Viejo, CA 92691
Shoreline Financial Services, based in Mission Viejo, CA, specializes in retirement planning and offers a comprehensive range of financial services, including annuities, life insurance, trusts, tax preparation, mortgages, and investment options. Their team of knowledgeable professionals is dedicated to empowering clients to make informed decisions and develop strategies that maximize their financial security.
With a holistic approach, Shoreline Financial Services emphasizes the importance of collective strategies, working alongside tax advisors, trust attorneys, mortgage specialists, and financial planners to cater to clients' unique needs. Their mission is to foster a relationship of trust while understanding the complexities of financial health and risk management for individuals and their loved ones.
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Reviews
5.03 reviews
Andrew H.
6/13/2023
Jeff and his team did a fantastic job in helping my wife and myself this past tax season. Jeff maintained constant and consistent communication, insuring that our needs were met and that our...
Shimon C.
12/13/2018
Working with Jeff, Andy and the SFS team to get our family trust setup was an absolute pleasure. Everyone was extremely knowledgeable, helpful and made what seemed like a complicated process...
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