Pelican Wealth Advisors, LLC

More Info

General Info

Pelican Wealth Advisors LLC is a Registered Investment Advisor Firm. We believe in improving the lives of clients through a holistic approach for achieving abundance in health and wealth. This is achieved by creating a family atmosphere and fostering client sharing experiences through monthly educational workshops, wine tastings, client appreciation events, advisory board inputs and client "ambassador " programs. We are completely independent of any large or small broker/dealer relationship, and are a fee only firm that aligns our compensation with your financial goals in a win-win relationship. We specialize in Fixed Indexed Annuities, Variable Annuities, Lifetime Guaranteed Income, Managed High Dividend Income Portfolios, Estate Planning, Long Term Care Strategies.

Email

Email Business

BBB Rating

A+

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BBB Rating and Accreditation information may be delayed up to a week.

Services/Products

We specialize in Fixed Indexed Annuities, Variable Annuities, Lifetime Guaranteed Income, Managed High Dividend Income Portfolios, Estate Planning, Long Term Care Strategies.

Payment method

check

Neighborhood

Bonita Bay

Amenities

Other Link

Registered Investment Advisors

Categories

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Services, Investment Advisory Service, Retirement Planning Services

Other Information

Parking: Lot

Details

Phone: (239) 985-4097

Address: 27499 Riverview Center Blvd STE 228, Bonita Springs, FL 34134

Website: Registered Investment Advisors