FOR IMMEDIATE RELEASE
SUMMARY Pelican Wealth Advisors, LLC (www.pelicanwealth.com), a Bonita Springs based Investment Management company, announced it has met the accreditation standards required for membership with the Better Business Bureau.
August 27, 2013 – Bonita Springs, FL Bonita Springs based Investment Management company, Pelican Wealth Advisors, LLC, announced today that it has met the accreditation standards required by the Better Business Bureau (BBB) for membership with the organization. This accreditation demonstrates that Pelican Wealth Advisors, LLC adheres to the very high ethical standards of the BBB, which include:
Build Trust, Advertise Honestly, Tell the Truth, Be Transparent, Honor Promises, Be Responsive, Emobdy Integrity, Safeguard Privacy.
“At Pelican Wealth Advisors, we place the highest priority on establishing a trusting relationship with our clients. We not only adhere to ethical business practices, but commit to treating clients as if they were our own family. We also want new customers to feel comfortable when choosing us as their wealth management company. We feel that the BBB seal will help potential clients understand who we are and the core values that we believe in.”
An affiliation with the BBB indicates that Pelican Wealth Advisors, LLC is one of a select group of businesses in our community that support the BBB’s services. In addition, it proves that the team at Pelican Wealth Advisors also subscribe to the idea that “ethical business is good business, and that you ‘deliver trust’ by treating the public in a fair and honest manner.”
For more information about Pelican Wealth Advisors’ membership with the Better Business Bureau, or for information about the company’s financial investment, wealth management, and retirement planning services, call (239) 985-4098 or visit www.PelicanWealth.com
About Pelican Wealth Advisors, LLC:
Pelican Wealth Advisors, LLC, is a Registered Investment Advisor firm and Pelican Financial Group, Inc, is a licensed insurance agency. Both companies were founded by Frank Ragonese, Ph.D., and specialize in applying risk management expertise to retirement income and legacy planning. Services include investment income portfolios, fixed annuities, 401K/IRA rollovers, tax-advantaged IRA wealth transfer, long term care, life insurance and estate planning.
The staff at Pelican Wealth Advisors, LLC considers themselves a “holistic wealth management company”. By this, they mean that they are concerned with their clients’ well-being as a “whole”. The goal is to not only help clients achieve financial abundance, but to help them achieve happiness and health in all aspects of life.
Pelican Wealth Advisors, LLC and Pelican Financial Group are located at 27499 Riverview Center Blvd in Bonita Springs, FL. Serving Naples, Bonita Springs, Estero, Fort Myers, and Cape Coral from their Florida office. For more information, call (239) 985-4098 or visit www.PelicanWealth.com .