Corporate Headquarters
27201 Puerta Real, Ste. 300
Mission Viejo, CA 92691

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(877)-322-0407
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Carrier Partnerships

  • athenea annuity
  • allianz life
  • bank of internet
  • elco mutual
  • fidelity
  • greek-catholic of the usa (GCU)
  • genworth
  • global atlantic
  • great american insurance group
  • guggenheim life
  • lincoln financial group
  • mutual of omaha
  • north american company
  • one american
  • reliance standard
  • sentinel security
  • the standard
  • financial carriers

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Testimonials

“We’ve been very satisfied clients of Jeff, at Shoreline Financial since 2009. He has been instrumental in assisting us with many successful financial investment choices in preparation for our current retirement years. He and his office staff have always been very helpful, courteous and he always returns our phone calls promptly. We definitely recommend investing through Shoreline Financial.”

- Gary and Barbara E.

“Shoreline Financial helped my parents with retirement planning and setting up a trust. We were impressed by their professionalism, kindness, patience, and knowledge. Shoreline Financial took great care of my parents and I would highly recommend them to family and friends.”

- Sheena L.

Jeffrey, “Thank you so much for having us at the client appreciation dinner. It is always nice to work with someone with the highest levels of integrity and honesty such as yourself.”

- Betty and Susan

“I visited Lin, Shoreline’s tax advisor. He went above and beyond to make sure my taxes were completed efficiently. I was very happy with his work and will be using him again in the future.”

- Ashley N.

“Just got my Universal Whole Life insurance policy with Chris at Shoreline Financial. Chris made the process easy and made sure I knew everything about the policy I was getting. He came out to my house to go over everything in person and I couldn’t be happier. Highly highly recommend them!!!”

- Cole M.

Jeff, “You are one of a kind! Torri and I are so grateful for all the help you have given us. Words can never fully explain your kindness. I don’t know what the future holds for us financially but you can be sure you will be our guy!! We will recommend you to everyone!”

- Torri and Colleen

Jeff, “Thank you so much for the phone calls, follow up and flowers for Jack. You have been very helpful throughout the process.”

- Arlita B. and Family

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