Bev P.'s review of Shoreline Financial Services

Shoreline Financial Services

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Customer Reviews & Ratings
Review Posted 11/8/2010
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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 long! Shoreline Financial sat down with me at my home on a Saturday and reviewed my entire retirement portfolio and we worked out a retirement plan that will help me with my finances. I highly recommend Shoreline Financial and the professionalism that I received.
 
 
 
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Additional Business Information
Hours   Phone   (877) 322-0407 Address   27281 Las Rambles Suite 200
Mission Viejo, CA 92691
Website   http://www.sfsinvest.com Email   shorelinefinancialservices@yahoo.com
Contact   Jeffrey C. Vallez Other  
 
 
 
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