Shoreline Financial Services
Financial Services • 
Mission Viejo, California, United States • 1-10 Employees
Company overview
| Headquarters | 27201 Puerta Real, Suite 300, Mission Viejo, CA 92691, US |
| Phone number | +12089220792 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Investments, Trusts, Annuities, Retirement Planning, Insurance, Tax Preparation, Long-Term Care |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contact at Shoreline Financial Services
Jeffrey Vallez
Founder/CEO
Shoreline Financial Services Email Formats
Shoreline Financial Services uses 1 email format. The most common is {first initial} (e.g., j@sfsinvestments.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sfsinvestments.com | 100% |
About Shoreline Financial Services
At Shoreline Financial Services, we specialize in retirement planning and offer a full range of services to empower our clients to make informed decisions and develop a plan to maximize their retirement security. We offer expert consulting services and excellent financial options for conservative investments including fixed & indexed annuities, life insurance, and long-term care. As part of our holistic approach, Shoreline has also cultivated a specialized team in other financial areas including tax advisors, trust attorneys, mortgage specialists, and financial planners because we strongly believe a successful plan can only be developed through collective strategies. Our mission is to place clients first and develop a relationship of trust. We acutely understand the concerns of risk and uncertainty and the importance of financial health for individuals and their loved ones. As such, everything we do is uniquely catered for our clients through careful consideration. We listen to our client’s needs, analyze all available options, recommend an individual strategy and maintain our relationships. “Your future matters, plan ahead!”
Shoreline Financial Services revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Shoreline Financial Services has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Shoreline Financial Services has never raised funding before.
Shoreline Financial Services Tech Stack
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