Carnegie Investment Counsel

Tel: (239) 939-3235
6830 Porto Fino Cir.
Suite One
Fort Myers, Florida  33912
Carnegie Investment Counsel | Financial Advisor in Fort Myers,Florida

About Carnegie Investment Counsel

Carnegie Investment Counsel provides custom portfolio management and financial planning for clients throughout their lives and ever-evolving financial goals. We specialize in a range of financial services, including Custom Portfolio Management, Wealth Management & Planning, and Business Retirement Plan Services. Carnegie Investment Counsel is an SEC Registered Investment Advisor (RIA), legally bound by the fiduciary standard when serving clients. This means we are required by law to act in the best interest of our clients. Our compensation is based solely on fees, so when you succeed, we do too. It is a model that is transparent, easy to understand and successful.

General Information

Year Established:   1974
Services:   Financial Planning, Wealth Management, Investment Management
Specialties:   Financial Planning

Office Hours

Monday   09:00 AM - 05:00 PM
Tuesday   09:00 AM - 05:00 PM
Wednesday   09:00 AM - 05:00 PM
Thursday   09:00 AM - 05:00 PM
Friday   09:00 AM - 05:00 PM

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