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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.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 239-985-4097

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

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
check
Neighborhood
Bonita Bay
Amenities
Data provided by one or more of the following: Thryv, Data Axle, Yext.