Coastie Financial, LLC

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Coastie Financial, LLC
461 Skymaster Circle PMB-111 
Travis Afb,  CA  94535 
  +1-628-888-2837   +1-628-888-2837

About

Start with the end in mind. Start with Coastie Financial. We are a high-tech, cloud-based financial services company. We offer Financial Planning using the #1 planning software on the market for over a decade and counting with a 37% market share - MoneyGuidePro'. A solid financial plan, whether you are 20, 40, or 60 years old is the driver of all other financial products you may need: Emergency fund, Insurance, Retirement account(s), Education Savings Accounts (529s), Brokerage account(s), etc. We also provide Tax Preparation and Tax Planning Services year-round using Intuit's ProConnect Tax Online. I like to describe this service as Turbo Tax (also made by Intuit) on steroids. Our goal is to maximize your return or minimize your liability. For small businesses, we are a QuickBooks wholesaler, so our prices can't be beaten. We offer quarterly or monthly bookkeeping assistance. Our final line of service is Consulting, specializing in Business Plan Development using LiveWire technology.

Contact Information

Additional Information

  • Payment Methods: Cash, Paypal, Purchase Order
  • Credit Cards Accepted: American Express, Discover, Mastercard, Visa

Business Features

  • Products: Tax Planning, Tax Preparation, Quickbooks Monthly or Quarterly Maintenance, QuickBooks Setup, Business Plans, Comprehensive Financial Plans
  • Services: Accounting, Consulting, Financial Planning, Tax Preparation
  • Languages: English
  • Credit Cards Accepted: American Express, Discover, Master Card, Visa

Key Contacts

  • S. ERIC SPRAGINS PHONE: 6288882837

Hours of Operation

  • Monday: 11:00pm - 7:00pm
  • Tuesday: 11:00am - 7:00pm
  • Wednesday: 11:00am - 7:00pm
  • Thrusday: 11:00am - 7:00pm
  • Friday: Closed.
  • Saturday: Closed.
  • Sunday: Closed.

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