The Sanibel-Captiva Chamber of Commerce held a Ribbon Cutting to welcome its newest member, Sanibel Blue Financial on May 21.
Sanibel Blue Financial Owner Debi Almeida provided generous and cheerful hospitality with a range of drinks and appetizers for chamber business members and clients.
Almeida started her business after many years of experience in building personalized service focused on clients' financial success and an intimate understanding of individual goals. She individually tailors recommendations so that they are carefully tuned to meet the client's exact needs while remaining flexible enough to respond to changing market and personal circumstances.
Debi Almeida cuts the Chamber ribbon at Sanibel Blue Financial. PHOTO PROVIDED.
Sanibel Blue Financial offers professional, independent assistance to individuals and businesses to help plan their financial future. Advice is crafted to give clients confidence that their investment decisions will give them financial peace of mind. Services fall into four broad categories; investment solutions to meet specific objectives; defensive strategies to protect against unforeseen events; retirement planning to meet both current and future needs; and philanthropic services to help make generosity as effective as possible. The categories include, as needed, Long Term Care, Life Insurance, Mutual Funds, Annuities, Disability, 401(k), and IRAs.
The company is introducing a brand new service on Sanibel: Personal Money Management. This includes individual financial organization and management assistance for clients who have difficulty or time constraints in managing their household finances and paper work. Examples of how this can be very helpful to clients includes bill paying services, monitoring of medical bills or insurance claims, preparing and delivering bank deposits and general organizational and filing assistance.
"We are pleased to welcome Sanibel Blue Financial to the Chamber of Commerce and wish them every success," said Ric Base, president of the Chamber of Commerce.
Sanibel Blue Financial is located at 2340 Periwinkle Way, Suite J-2, Sanibel. For more information please call 472-7222 or email Debi at firstname.lastname@example.org
If you are interested in more information or joining the Chamber of Commerce log on to www.sanibel-captiva.org