Business claimed
Last updated: Over a year ago
Listed in:
Financial Planning
About Pelican Wealth Advisors, LLC
Pelican Wealth Advisors are financial advisors, investment advisors, and wealth managers who are passionate about improving the lives of clients through a holistic approach to abundance. Go to full description...
Contact information
Phone numbers
Fax numbers
239-985-4099
Business hours
Today: 9:00am - 5:00pm
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Business website
Images and videos (1)
Additional business details
Email address:
pelicanwealth@gmail.com
Payment methods accepted:
cash
Pelican Wealth Advisors is a fee-based Registered Investment Advisor firm serving Bonita Springs, Naples, Estero, & Fort Myers, Florida. As a "holistic wealth management" company, we are concerned with your well-being as a "whole". Our goal is to not only help you achieve financial abundance, but to help you achieve happiness and health in all aspects of life.
Our services include:
• Portfolio Development and Management
• 401K Planning
• Investment Management
• Annuities
• Financial Management
• Retirement Planning
• Risk Analysis
We offer complimentary financial planning consultations and invite you to schedule an appointment by dialing 239 985-4097