SUNCOAST FINANCIAL SERVICES, LLC
CLEARWATER, FLORIDA

SUNCOAST FINANCIAL SERVICES, LLC is a prestigious firm specializing in business valuation services. Headquartered at the Executive Center Office Park in Clearwater, Florida, the company is conveniently located at Suite 170 of 25400 US Highway 19 North. Established on August 16, 2013, and recognized under the legal status of FLAL (Foreign Limited Liability Company Active), SUNCOAST offers a broad spectrum of financial consultancy services. Led by Mr. Jerry Trask, a seasoned professional with a Bachelor of Science in Business Administration and a Master of Science in Accounting & Finance, the company benefits from his extensive 25-year career experience in various accounting roles, including serving as CFO for a $100-million corporation. With ownership of multiple ventures under his belt, Mr. Trask's expertise extends beyond commercial enterprises to significant work with churches, ministries, and non-profit organizations across the Southeastern United States. Mr. Trask is not only recognized for his technical prowess but also for his professional ethics in the field. As an Enrolled Agent affiliated with the National Association of Enrolled Agents (NAEA), he holds the distinctive privilege to represent taxpaying clients before the IRS nationwide. His proficiency has earned him authorization status, enabling representation across all fifty states. Moreover, Mr. Trask is Series 65 licensed, empowering SUNCOAST FINANCIAL SERVICES to deliver comprehensive financial advisory services throughout the United States. The company operates under a registered filing number L13000116200 and maintains its corporate communications through phone numbers (727) 535-0450 and (727) 683-9169. SUNCOAST boasts an established presence online with information readily accessible via its official website: suncoastfinancialservices.com. It recently updated its annual report as of April 24, 2024, for the fiscal year. Under the leadership of Manager Gerard E Trask, the company continues to advance within the financial services industry by upholding a commitment to excellence and client service.