Shoreline Financial Services offers a competitive alternative to today's low bank CD rates. All products are guaranteed and principal investments are 100% protected. Shoreline Financial Services can assist with all qualified retirement accounts as well as liquid deposits. Call to schedule an appointment (877)322-0407
View Top Employees from Shoreline Financial Services| Website | http://www.sfsinvestments.com |
| Revenue | $1 million |
| Employees | 7 (4 on RocketReach) |
| Founded | 2000 |
| Address | 27201 Puerta Real Ste 300, Mission Viejo, California 92691, US |
| Phone | (877) 322-0407 |
| Industry | Insurance |
| Competitors | BRUNER Wealth Management LLC, Charter Financial Group, Gainer Financial & Insurance Serv., Inc., Pacific Financial Advisors, Inc., Semmax Financial Group, Inc. |
| SIC | SIC Code 64 Companies, SIC Code 641 Companies, SIC Code 6411 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5242 Companies, NAICS Code 524 Companies |
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Shoreline Financial Services Questions
The Shoreline Financial Services annual revenue was $1 million in 2023.
Jeff Vallez is the Founder and Chief Executive Officer of Shoreline Financial Services.
4 people are employed at Shoreline Financial Services.
Shoreline Financial Services is based in Mission Viejo, California.
The NAICS codes for Shoreline Financial Services are [52, 523, 5242, 524].
The SIC codes for Shoreline Financial Services are [64, 641, 6411].
Top Shoreline Financial Services Employees
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ViewJeff Vallez
Founder and Chief Executive Officer at Shoreline Financial Services
Orange County, California, United States45+
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