Broker Check

3324 State Street Suite F Santa Barbara, CA 93105

(805) 687-1660
eric@southcoastcpa.com
Account Access

Products & Services

I provide assistance in the following areas:

Investments

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

    Financial Services

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.

    eric.schenker@myavantax.com   |  (805) 687-1660