Business Details
About
Investment ServiceFinancial Planning
Carnegie Investment Counsel specializes in Custom Investment Management, Wealth Management, Financial Planning, and Corporate Retirement Plan Services.
With a financial strategy tailored for personal success, you have more peace and freedom to enjoy life.
Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), legally bound by the fiduciary standard when serving clients.
Details
- Wheelchair accessible entranceAvailable
Location
Hours
Frequently Asked Questions About Carnegie Investment Counsel
What services does Carnegie Investment Counsel offer?
Carnegie Investment Counsel specializes in Financial Planning, Wealth Management, and Investment Management services.
Where is Carnegie Investment Counsel located?
Carnegie Investment Counsel is located at 6830 Porto Fino Cir., Suite One, Ft. Myers, FL 33912, USA.
What are the standard business hours for Carnegie Investment Counsel?
They are open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Is Carnegie Investment Counsel open during market holidays?
No, Carnegie Investment Counsel is closed during market holidays.
How can I contact Carnegie Investment Counsel?
You can reach them by phone at +1 239-939-3235 or via email at info@carnegieinvest.com.
Is Carnegie Investment Counsel registered and accredited?
Yes, it is an SEC Registered Investment Adviser (RIA) and holds associations such as Investment Adviser Association (IAA), Certified Financial Planner (CFP), and Accredited Investment Fiduciary (AIF).
Does Carnegie Investment Counsel have wheelchair accessible entrance?
Yes, the facility has a wheelchair accessible entrance.
Are there other financial advising firms near Carnegie Investment Counsel?
Yes, nearby financial advising firms include Haisman Wealth Management and Roach Financial Services, which clients might consider exploring for additional financial guidance.
What nearby services can clients access for home loans or mortgages?
Clients can visit Moore Lending Group or Sierra Pacific Mortgage located nearby for mortgage and loan services.
Which healthcare providers are near Carnegie Investment Counsel that clients might find useful?
Nearby healthcare providers include Peter Ameglio, MD - Board Certified Orthopedic Surgeon, Vinod Bhavnani MD (family practice), and the Glaucoma & Cataract Eye Institute, offering a range of medical services.