BAWB Preferred Vendors Listing


Accuplan Benefits Services

Web Site link:

Contact Person: Brian Davis

Contact information:
Phone: 619-432-4555
Cell: 619-892-2438
Fax: 888-706-9556

Description of Services:

Accuplan is a Self-Directed IRA Administrator that is a sister company for the custodian, American Estate and Trust. Besides IRAs we help set up Solo 401k Plans and have some options for Self-Directed IRAs with Checkbook Control.



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