Retallick Financial Group

Name: Retallick Financial Group
Address: 27911 Crown Lake Blvd #247, Ste 247, Bonita Springs, FL, 34135, US
Telephone: (239) 444-5980
Price range: $$
Rating: 4.9

4.9

★★

64 reviews

|Financial Services|Bonita Springs, FL 34135 United States

27911 Crown Lake Blvd #247, Ste 247, Bonita Springs, FL 34135 United States

(239) 444-5980

http://www.retallickfinancial.com/

Closed now

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About

Since opening the doors to Retallick Financial Group in 2008, Don Retallick owns and operates 3 offices in Southwest Florida including Bonita Springs, FL. Retallick Financial Group maintains rigorous fiduciary standards while helping their clients achieve and secure their financial future. Our firm is based on these key values: keep it simple, keep it honest, and keep it fun. We strive to provide simple, honest financial advice, that is always in the client’s best interest. So if you need help with planning for your retirement, reach out to the financial planning specialists in Bonita Springs, the Retallick Financial Group.

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4.9

★★

64 reviews

5★61

4★0

3★0

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1★2

1 review has no rating

Reviews(29)

Google Reviews(35)

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Melissa Brooks on Facebook

3 years ago

Don has been a pleasure to work with. Professional and prompt. I would highly recommend his services.

Maria on BBB

★★

3 years ago

Many thanks to all the wonderful people at Retallick Financial for providing me with excellent financial guidance and making me feel like part of the family. Not only do they provide exceptional service but throughout the year provide special seminars and activities for clients to enjoy and experience.

Rosie M on BBB

★★

3 years ago

This group knows what they are talking about. They are very quick to respond to emails, texts and calls. They are very honest and will tell you if they can't help you or if you shouldn't invest all of your money.

Business Response:

Thank you *****!

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CindyLaQ on BBB

★★

3 years ago

Excellent firm offers great products, outstanding customer service and incredible staff.

Business Response:

Thank you *****!

Carol on BBB

★★

3 years ago

Don and staff are great, very pleasant to work with in dealing with the available financial products.

Salvatore R on BBB

★★

3 years ago

Don R. is an honest, concerned man who will do what's best for you and your financial status...

Business Response:

Thank you ***!

? on BBB

★★

3 years ago

They did a great job, very professional, really enjoyed ourselves thank you so much.

Business Response:

Thank you **! We're glad you enjoyed yourself.

Kurt S on BBB

★★

3 years ago

These people work very hard for you so you can enjoy your retirement without having to worry about your investments. We both appreciate their efforts.

Business Response:

Thank you and you're both welcome **** and *******.

Kathy G on BBB

★★

3 years ago

Great company.Don is great & there to help you every step of the way. Always get a call back to answer your questions. Wendy Randy are great . Definitely recommend ***************

Business Response:

***** and *****, thank you for the kind words

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