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Carnegie Investment Counsel Owner verified
6830 Porto Fino Cir. Suite One Ft. Myers, FL, 33912Last time updated: 3/18/25, 3:27 PM
About
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.
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Ian Matheson
Christene Wojdyla
Carnegie Investment Counsel, Fort Myers office
Carnegie Investment Counsel, Fort Myers office
Frequently Asked Questions
What associations does Carnegie Investment Counsel have?
Investment Adviser Association (IAA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF).
When was Carnegie Investment Counsel founded?
Carnegie Investment Counsel was founded in 1974.
Which days is Carnegie Investment Counsel open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Carnegie Investment Counsel specialties?
Financial Planning.
What are Carnegie Investment Counsel main services?
Financial Planning, Wealth Management, Investment Management.
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