Thank a Local Math Whiz on Pi Day

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Thank a Local Math Whiz on Pi Day

With Pi Day approaching on Monday, March 14, it’s the perfect time to thank our banks, insurance companies, accountants and more for the hard work they do in Southwest Florida. There are 3.14159 reasons we love our local math whizzes, and here’s a special shoutout to them.  

Banks & Credit Units

Wintrust Banking Center provides banking solutions that they know will truly benefit their customer. The organization goes above and beyond to deliver more than what you’d expect from a bank.

Lake Michigan Credit Union – Walden Center Drive and Lake Michigan Credit Union – Bonita Beach Road aim to treat their members like neighbors because they usually are. At LMCU, the organizations work to help businesses grow, neighborhoods thrive and to make their communities even better places in which to live and work.

In 2007, when FineMark National Bank & Trust opened its doors in Fort Myers, Florida, their goal was to create a company with like-minded individuals—people who shared an entrepreneurial spirit and cared deeply about doing what is right—that would grow and prosper while remaining agile and dynamic. Since then, they’ve achieved that goal by hiring highly experienced, deeply committed, civic-minded financial professionals, and maintaining the company’s focus.

Bank of America – Bonita Springs continues to learn what matters most to their clients, employees and shareholders to start a conversation centered on our commitment to use our capabilities to help those we serve be successful. Bank of America recognizes that we can only be successful when the individuals, companies, communities and employees we serve are able to reach their vision of success.

Financial Planning & Wealth Management

For years, Northwestern Mutual – The Glenn Back Group has helped families and businesses across Fort Myers reach their financial goals, while Northwest Mutual – Naples/Estero Group executes the same goals in Estero. Their version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. And Northwestern Mutual – The Glenn Back Group will be there to guide you every step of the way.

Aaron at Acadia Wealth Management, LLC believes in giving you the best opportunity for financial success, simply, and as you define it. Through Aaron’s affiliation with United Planners’* his comprehensive wealth management plans allow him to continually measure progress towards your financial goals. In addition, Aaron’s asymmetrical portfolio construction process seeks to deliver appropriate levels of asset growth while minimizing risk.

Insurance

Since 1986, Ted Todd Insurance has provided coverage to South Floridians. They work with 15 different insurance carriers to provide customers with versatile and reliable home, business, auto and life insurance. Ted Toss Insurance believes in protecting their customers and safeguarding their future.

SmithTree Insurance speaks “fluent Medicare” and serves Southwest Florida as a local independent agency. They are happy to assist in all your health insurance needs from birth to Medicare including prescription drug plans, dental and vision plans, individual and small group health care plans.

At Rosier Insurance, their goal is to assist clients in making informed decisions to protect their assets through insurance and non-insurance risk transfer solutions tailored to their individual or business needs. Floridians can trust Rosier Insurance’s professional staff to provide the quality of concierge customer service that you or your organization deserve.

McGriff Insurance Services partners with the top insurance companies in the nation to customize insurance, risk management and employee benefits solutions for businesses of all sizes. As a broker, they’re dedicated to saving you time and money by doing the heavy lifting to find the best coverage for your unique needs to protect what matters most.

Mike Arcentales at Allstate Insurance has been an Allstate Agency owner since 2013. In his own words, Mike has learned what it takes to provide exceptional service to the community and his agency focuses on providing personalized attention. You won't just feel like another customer here – you're part of his family.

Accounting & Tax Services

HBK CPAs & Consultants is a multidisciplinary financial services firm, offering the collective intelligence of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management and support services 

Briers CPA, P.A. provides exceptional accounting, finance, tax and business management expertise to help you keep more of what you earn. Their hands-on, personalized services help clients maximize wealth through smart financial moves and tax strategies. And their core values are rooted firmly in the strength of family and relationships, while serving you with integrity. Your success becomes Briers’ success.

Bookkeepers Plus is dedicated to helping small business owners work smarter not harder with tailored services for managing finances more effectively and more profitably.
They'll help you cut through your to-do list by providing bookkeeping and payroll solutions, training and troubleshooting for QuickBooks and financial management services tailored to your business needs.

Last but not least, Allure Accounting provides tax consulting and preparation services and business advice to international taxpayers in the United States and US citizens living abroad.

From SWFL Inc. to our local businesses, we hope you have your pi and eat it too on Pi Day! π

At SWFL Inc., we help business in Lee, Collier and Charlotte Counties promote their services, build strong relationships in the community and connect with new customers. For more information, contact us.