Pelican Advisory Group
Finance · North Carolina, United States · 201-500 Employees
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Overview
Headquarters
Raleigh, North Carolina, 27615, United S...Phone Number
(225) 293-9283Revenue
$17.2 MillionIndustry
About Pelican Advisory Group
Pelican Advisory Group is an independent marketing group that provides advanced training and education for financial service professionals, focusing on estate planning, executive compensation, and tax-leveraged strategies for affluent clients. The firm aims to enhance the skills of its partners, enabling them to deliver exceptional financial management and insurance solutions. With a commitment to integrity and expertise, Pelican attracts top producers to ensure clients receive the best advice and strategies for asset growth and protection. The company serves high net worth families and businesses, positioning itself as a comprehensive resource for insurance and financial planning needs.Explore more
Pelican Advisory Group Org Chart
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Pelican Advisory Group is an independent marketing group that provides advanced training and education for financial service professionals, focusing on estate planning, executive compensation, and tax-leveraged strategies for affluent clients. The firm aims to enhance the skills of its partners, enabling them to deliver exceptional financial manage... Read More
