Services
Suncoast Daily Money Management, LLC, provides the following services:
- Personalized computer instruction
- Organizing all financial documents, including tax documents
- Customized bill paying services, including
Preparation of checks for clients review and signature
Electronic bill pay set-up through your financial institution
Calls to payees regarding incorrect bills - Bank statement reconciliation
- Preparing and transacting bank deposits
- Certificate of Deposit management and federal insurance coverage review
- Providing spending analysis using Quicken software
- Personal budgeting and debt counseling
- Credit guidance, including
Receipt and review of personal credit reports
Identity theft protection - Assisting financial guardians
- Notary Services
- Special Projects