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Introduction
We are a unique investment consulting company, which specialize in providing independent solutions for retirement income and legacy planning. Our goal is to improve the financial lives of our clients by using our services which include fixed income portfolio strategy, strategic investment portfolio strategy, tactical investment portfolio strategy, lifetime income annuities, retirement solutions and estate planning.
Contact Info
Address:
27499 Riverview Center Blvd
Bonita Springs
FL 34134
United States
Bonita Springs
FL 34134
United States
Tel:
(239) 985-4097
Fax:
(239) 985-4099
Website:
http://www.pelicanwealth.com
Offering
- money management
- portfolio management
- financial advisor
- financial planner
- bonds
- stocks
- annuities
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 9:00 AM | 5:00 PM | ||||
| Tuesday | Open | 9:00 AM | 5:00 PM | ||||
| Wednesday | Open | 9:00 AM | 5:00 PM | ||||
| Thursday | Open | 9:00 AM | 5:00 PM | ||||
| Friday | Open | 9:00 AM | 5:00 PM | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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