Pelican Wealth Advisors, LLC
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 239-985-4097
- Address:
- 27499 Riverview Center Blvd STE 228 Bonita Springs, FL 34134
- Email:
- Link:
- Categories
- Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Services, Investment Advisory Service, Retirement Planning Services
- 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 Options
- Neighborhood
- Bonita Bay
- Amenities
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.