Money Management

Pelican Wealth Advisors, LLC
27499 Riverview Center Blvd, Bonita Springs, FL, United States

Financial Services

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.

Store Open Time :-
Mon. – Fri. – 09:00-17:00
(239) 985-4097
(239) 985-4099
3675 Plymouth Boulevard
Suite 110
Phillip James Financial

Phillip James Financial is a boutique local wealth management company located in Plymouth Minnesota. We provide financial planning, investment management, and tax planning/preapration services to the Twin Cities and surrounding suburbs.