Pelican Wealth Advisors, LLC
239-985-4097

Open hoursCLOSED NOW - Opens at 9:00am

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

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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.

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More Business Info

BBB Rating
A+
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BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
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