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Retallick Financial Group

4.9

About this business

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 re... read more

Location details

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

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.968 reviews
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Maria's profile image
Maria 
4 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's profile image
Rosie M 
4 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 *****! 

CindyLaQ's profile image
CindyLaQ 
4 years ago

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

Business response:

Thank you *****! 

Carol's profile image
Carol 
4 years ago

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

Salvatore R's profile image
Salvatore R 
4 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 ***! 

?'s profile image
4 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's profile image
Kurt S 
4 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's profile image
Kathy G 
4 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 

Pauline P's profile image
Pauline P 
4 years ago

We love that Don and his staff feel like family. You can call anytime and they take care of your questions immediately. They explain everything in simple terms for everyone to understand. They are very knowledgeable, friendly, down to earth and absolutely no pressure involved. So glad we are with them. 

Business response:

Thank you *******. We're glad you and Don are part of our family! 

Frequently asked questions about Retallick Financial Group

How is Retallick Financial Group rated?

Retallick Financial Group has a 4.9 star rating with 68 reviews. 

When is Retallick Financial Group open?

Retallick Financial Group is closed now. It will open on Monday at 9:00 a.m. 

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