Shoreline Financial Services - Mission Viejo, California

Address: 27201 Puerta Real, Mission Viejo, CA 92691, United States.
Phone: 8773220407.
Website: sfsinvestments.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 3.3/5.

📌 Location of Shoreline Financial Services

Shoreline Financial Services 27201 Puerta Real, Mission Viejo, CA 92691, United States

⏰ Open Hours of Shoreline Financial Services

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Shoreline Financial Services is a reputable institution located at 27201 Puerta Real, Mission Viejo, CA 92691, United States. With a phone number of 8773220407 and a website at sfsinvestments.com, this company specializes in providing financial planning services to its clients.

One of the key aspects of Shoreline Financial Services is its commitment to accessibility. The company offers a wheelchair-accessible car park, entrance, and toilet, ensuring that all clients can easily access their services. It is highly recommended to make an appointment prior to visiting the facility for a more seamless experience.

With a total of 4 reviews on Google My Business, the average opinion for Shoreline Financial Services is 3.3/5. This rating indicates that the company has received mixed reviews from its clients, but there is a possibility for improvement in their services.

👍 Reviews of Shoreline Financial Services

Shoreline Financial Services - Mission Viejo, California
Casey H.
1/5

Received the call from the rep. I answer the phone with my Military rank and last name, just I do with any random call I receive. The rep asked me if I have a security clearance, which I do. She said that she cannot process the application, because it would affect my credit and then my clearance. Apparently, this company does not educate their employees very well. I had loans in the past and currently have credit cards. No one has ever mentioned anything about my clearance. My score is high enough that it would hardly be effected. Not good business if you ask me.

Shoreline Financial Services - Mission Viejo, California
Scott S.
2/5

Be completely sure you want to move forward before signing up for anything. They don't make it easy for you to cancel, even though you're clearly told you can cancel whenever you want. You have to talk to multiple people over multiple days, they don't like giving your money back.

Shoreline Financial Services - Mission Viejo, California
Andy N.
5/5

Shoreline Financial Services - Mission Viejo, California
K S.
5/5

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