BBB Accredited Business Profile

Pelican Wealth Advisors, LLC

Pelican Wealth Advisors, LLC

(239) 985-4097

Pelican Wealth Advisors, LLC

9 years in business
27499 Riverview Center Blvd STE 228
Bonita Springs, FL 34134-4335
Additional Phone Numbers
  • (239) 985-4098
BBB File Opened: 12/16/2011
Business Started: 02/04/2008
Business Incorporated: 04/28/2010 in FL
Type of Entity
Limited Liability Company
Business Management
  • Dr. Frank P. Ragonese, President
Contact Information
  • Ms Barbara Estes, Office Manager
Business Category
  • Investment Management
  • Financial Planning Consultants
  • Financial Planning Kit
  • Insurance - Accident & Health
  • Insurance - Health
  • Insurance - Long Term Care
  • Insurance - Senior Products
  • Annuities
  • Investment Advisory Service
  • Retirement Planning Service
  • Financial Services
  • Investment Seminars
  • Business Consultants
  • Financing Consultants

Products & Services
Our services include: * Asset Management * 401K Planning * Investment Management * Annuities * Financial Management * Retirement Planning * Risk Analysis
Service Area
Southwest Florida
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

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.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 09:00 AM to 05:00 PM
Tue: 09:00 AM to 05:00 PM
Wed: 09:00 AM to 05:00 PM
Thu: 09:00 AM to 05:00 PM
Fri: 09:00 AM to 05:00 PM
Sat: Closed
Sun: Closed
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Pelican Wealth Advisors, LLC

Pelican Wealth Advisors, LLC

BBB ACCREDITED SINCE 06/24/2013

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