Carole Peck Financial Planning

Pelican Wealth Advisors, located in Bonita Springs, FL, is a proactive wealth management firm dedicated to empowering clients through education and tailored financial strategies. With a comprehensive approach that encompasses investment management, retirement planning, insurance, and estate planning, they strive to unify all aspects of clients' financial lives to help them achieve their goals. Prioritizing a fiduciary duty, Pelican Wealth Advisors ensures that clients' best interests are always at the forefront, providing personalized investment strategies and risk management solutions. By focusing on financial education and transparency, the firm aims to cultivate informed decision-making, allowing clients to navigate market complexities and secure their financial futures. Generated from the website

JBL Financial Services, located in Naples, FL, specializes in a range of financial solutions, including accounting, tax services, financial planning, and insurance. Led by Lorraine and Joseph Badessa, the firm is dedicated to exceeding client expectations through concierge-level service. Focusing on the unique needs of seniors, JBL Financial Services addresses critical financial planning concerns such as Medicare Supplement Insurance, prescription drug costs, and post-retirement cash flow. Their expertise helps clients navigate the complexities of retirement and ensure financial stability. Generated from the website

Strickland Financial Group is a financial services firm based in Fort Myers, FL, specializing in personalized wealth management solutions for individuals and businesses. With a focus on long-term financial planning and investment strategies, Strickland Financial Group offers comprehensive services to help clients achieve their financial goals. Generated from their business information