Pelican Wealth Management - Monroe, Louisiana
Address: 1900 Lamy Ln, Monroe, LA 71201.
Phone: 86003010.
Website: pelicanwealth.org.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
Location of Pelican Wealth Management
Pelican Wealth Management, located at Address: 1900 Lamy Ln, Monroe, LA 71201, is a financial planning specialist that offers a range of services to help individuals and families manage their financial future. With a Phone: 86003010 and Website: pelicanwealth.org, the company is easily accessible for those seeking financial advice.
One of the key features of Pelican Wealth Management is their focus on Specialties: Financial planner. Their team of experts can help you create a comprehensive financial plan that takes into account your current financial situation, your future goals, and any potential risks. They can assist with retirement planning, investment management, tax planning, and estate planning, among other services.
In addition to their expertise, Pelican Wealth Management is also committed to providing a welcoming and accessible environment for all clients. Their location includes a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, making it easy for everyone to visit. They also have restrooms available on-site and recommend making an appointment to ensure that you receive the attention and service you need.
When it comes to reviews, Opinions: This company has 0 reviews on Google My Business. However, this does not necessarily reflect the quality of their services. It may simply mean that they are a newer company or that they have not yet received many reviews. Regardless, it is always a good idea to do your own research and due diligence when choosing a financial planner.
Based on the information available, Pelican Wealth Management seems like a solid choice for those seeking financial planning services. Their focus on financial planning, accessible location, and commitment to customer service make them a promising option. If you are considering working with a financial planner, it may be worth reaching out to Pelican Wealth Management to learn more about their services and how they can help you achieve your financial goals.
Recommendation: We highly recommend visiting their website pelicanwealth.org to learn more about Pelican Wealth Management and the services they offer. From there, you can contact them to schedule an appointment and start building a comprehensive financial plan for your future.