关于我们
Pelican Advisory Group is a comprehensive risk & financial management firm located in Baton Rouge, LA. Established in 1991, we are an experienced team of specialists dedicated to providing a strategic blend of cutting-edge insurance and risk management strategies, investment and wealth management, personal and business planning, and other proprietary processes. Our customer-focused culture is not only flexible but uniquely designed to benefit individual needs and circumstances. Being independent gives Pelican the freedom to offer objective, non-biased advice. We employ a consultative approach to work with associates and selected clients. These factors enable Pelican to make individually conceived recommendations for clients geared to the client’s best interests.
- 网站
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https://www.pelicanadvisory.com
Pelican Advisory Group的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Baton Rouge,LA
- 类型
- 私人持股
- 创立
- 1991
- 领域
- Advanced Business Planning、Estate Planning、Financial Planning和Life Insurance
地点
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主要
4750 Sherwood Common Blvd.
Suite 200
US,LA,Baton Rouge,70816
Pelican Advisory Group员工
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"Dr. Frank" Ragonese
We create holistic, written retirement plans that cover guaranteed lifetime income, investments, tax reduction, long term care and tax efficient…
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Michelle Owens
Vice President at Pelican Advisory Group
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Kevin Richardson
Financial Services Representative/Brokerage Manager at Pelican Financial Network