Pelican Wealth Advisors in Bonita Springs, Florida
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Business name: Pelican Wealth Advisors
Address:
27499 Riverview Center Blvd
Bonita Springs, Florida 34134
Phone number: 239-985-4097
Business hours:
Mon-Fri 9am - 5pm
Year established: 2010
Credit cards accepted: Yes
Number of employees: 5-9
Map:
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Email address:
Category: Financial
Description:
Have you ever done business with a financial firm that continues making big money even while you're losing?
That's exactly what happened to Dr. Frank when the 2000 dot com market meltdown caused him to lose money while the firm that worked for him continued to earn large fees.
Avoid this kind of frustration by aligning yourself with a completely independent "fee only" financial advisory firm that aligns their compensation with your financial goals. It's a win-win situation for everyone involved.
This is exactly how Frank Ragonese PhD runs his company, Pelican Wealth. In fact, he takes his company a step further by not only looking out for the best interests of his clients in regards to investments, but he also focuses on the HEALTH needs of his clients. In this fashion, he helps to grow their investments while helping them to enrich their lives and reach personal goals.
If you're ready to enrich your life while expanding your earnings through investments, call Pelican Wealth Advisors today.
This page was created by a person asserting to represent this business. This website does not endorse this business or is otherwise affiliated with or endorsed by Pelican Wealth Advisors.