Suncoast Advisory Group Adds Staff, Updates Site to Assist Clients through Challenging Times
Sarasota, Florida – July 10, 2009
In an effort to provide a high-touch customer service environment with ready access to services and resources, Suncoast Advisory Group has added staff and updated their website in order to help clients navigate challenging economic times.
Kyra Johnson has joined Suncoast Advisory Group as a Client Relationship Coordinator. “Kyra will provide a variety of services, including maintaining and updating all client virtual files,” notes Rick Helbing, founder of Suncoast Advisory Group. “We take a lot of pride in the ready access and aggregation of all of our client’s investment accounts, as well as to invaluable resources for monitoring and managing all financial and legal documents.” Ms. Johnson will also play a vital role in researching information on behalf of clients.
In addition, Suncoast Advisory Group has crafted a new website that provides a robust array of resources, including calculators, tools to assist with financial decision making, and a blog dedicated to bringing clients timely and insightful strategic planning tips. “We are really proud of the depth and breadth of information we are able to bring our clients. In today’s market, the proactive and informed client is the one who will survive. We’re determined to see that our clients fit that description.”
About Suncoast Advisory Group
Established in 1988, Suncoast Advisory Group provides extensive wealth management services. We specialize in highly personalized service, tailoring a plan to each client’s unique goals. With no attachment to selling or promoting products, we act as a consultant and partner to plan, implement, and monitor our client’s progress towards their goals. Services include financial planning, business management consultation, investment, fringe benefit, estate and tax planning. Suncoast Advisory Group enjoys a national reputation for success, particularly in crafting plans for physicians, dentists, and family-owned businesses. The firm is headquartered in beautiful Sarasota, Florida.
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