Specialties
In 2001 I started out in the financial industry assisting client with their biggest asset, their mortgage. Our mission is to put 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.
History
Established in 2001.
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, investment-grade 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.
Meet the Business Owner: Jeff V.
With over 20 years in the financial industry, from mortgage loans, real estate, equipment financing and retirement planning, Jeff has always had a passion for investments. In 2006 he started Shoreline Financial Services LLC as a vision of a full service financial agency with the goal of using his expertise to help people plan for financial growth and security . Jeff is a proud member of the National Ethics Association and the Better Business Bureau. Jeff resides in Ladera Ranch with his wife Lindsay, daughter Maddison and son Weston. He is active in the community including sports coaching and local sponsoring.