Login or sign up
For business

Pelican Wealth Advisors, LLC

4.1ยท 11 reviews
Average ratingGreat
4.1/ 5

Based on 11 reviews

536%
436%
327%
20%
10%
Ask AI

Ask Trustburn about Pelican Wealth Advisors, LLC

Based on 11 reviews on Trustburn

AI-generated from reviews on this page. Verify anything important with the company directly.

Longwood Storagecompany
Reviews 1

I've been a customer of Pelican Wealth Advisors, LLC for a while now, and I must say their services have exceeded my expectations. They have helped me plan my finances effectively and achieve my goals. The team is highly knowledgeable and always ready to assist. I highly recommend their services!

Mark Woffinden
Reviews 1

The financial services provided by Pelican Wealth Advisors, LLC are top-notch. Their knowledgeable team ensures that my investments are well-managed and aligned with my financial goals. I appreciate their proactive approach and regular updates on my portfolio. Highly satisfied with their services!

Bruk Kammerman
Reviews 1

I'm really happy with the services offered by Pelican Wealth Advisors, LLC. Their team is consistently helpful and knowledgeable. They take the time to listen to my financial goals and provide guidance accordingly. The process of investing has become much simpler and easier with their expertise.

Mary Clary
Reviews 1

๐Ÿ‘ Pelican Wealth Advisors, LLC is amazing! They have helped me secure my financial future and provided valuable insights. Their team is always prompt in addressing my concerns and queries. I feel confident and well taken care of with their guidance. Highly recommended for anyone looking for financial advisory services!

Desiree Goodman
Reviews 1

The expertise and dedication of Pelican Wealth Advisors, LLC are commendable. They have helped me make informed investment decisions and achieve my financial objectives. Their team is always responsive and ready to assist. I'm extremely satisfied with their services and would highly recommend them.

Lloyd Krell
Reviews 1

Pelican Wealth Advisors, LLC is a trusted name in the finance industry. Their expertise, professionalism, and personalized approach set them apart from others. I appreciate the dedication they put into understanding my financial goals and crafting investment strategies. I highly recommend their services!

Sid Labbe
Reviews 1

I had a great experience with Pelican Wealth Advisors, LLC. The staff was very knowledgeable and helped me navigate through various investment options. They patiently explained all the details and answered all my questions. I was able to make well-informed decisions with their guidance. Highly recommend!

Charlotte Hicks
Reviews 1

Pelican Wealth Advisors, LLC has been a guiding light for me in terms of financial planning. Their team is friendly, professional, and provides valuable insights. They have helped me navigate through complex investment options and made the process easier to understand. Highly satisfied with their services!

Dwayne Sweet
Reviews 1

I've been a customer for a while now and Pelican Wealth Advisors has been extremely helpful with managing my investments. They provide personalized advice and always keep me updated with the latest market trends. Their expertise and professionalism have made a significant difference in my financial planning. Highly satisfied!

News

No news yet. This is where the business shares its own updates and press.

Photos

No photos yet. Photos shared by reviewers will show up here.

Widgets

Boost your business trust by displaying a widget on your website โ€” a simple way to convert your visitors into customers.

Get the widget for your site →

About Pelican Wealth Advisors, LLC

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.

Address
27499 Riverview Center Blvd Ste 228