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Retallick Financial Group

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4.9
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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/

Open now:9:00 am - 5:00 pm

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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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64 reviews
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1 review has no rating
  • Reviews(29)
  • Google Reviews(35)
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    Featured
    Pauline P review for Retallick Financial Group
    Pauline P on BBB
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    3 years ago

    12/19/2019, 01:42 AM
    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!

    Bob review for Retallick Financial Group
    Bob on BBB
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    3 years ago

    12/19/2019, 01:26 AM
    We are very happy we joined the Retallick financial group. I feel confident my money is safe there. Don,Wendy, and Randy make you feel like part of the family. A lot of fun activities thru out the year. I highly recommend them.
    Mary N review for Retallick Financial Group
    Mary N on BBB
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    3 years ago

    12/19/2019, 01:15 AM
    Retallick Financial is an excellent company! With Don leading, it is a well run, friendly, efficient office which gives its clients good financial rewards for their investment.
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    Mary P review for Retallick Financial Group
    Mary P on BBB
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    3 years ago

    12/19/2019, 00:52 AM
    The best Christmas party ever! Entertaining and good fun. The Retallick Family knows how to put on a classy affair. We really feel blessed to be included in the family. God bless.
    Donna E review for Retallick Financial Group
    Donna E on BBB
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    3 years ago

    12/19/2019, 00:32 AM
    Great service and good product for your retirement. The first company that ever rewards you for being a client.
    Debra M review for Retallick Financial Group
    Debra M on BBB
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    3 years ago

    12/11/2019, 00:13 AM
    I'm so glad I chose Retallick. Not only do I feel confident with this company, I have peace of mind with my investments. They have alot of fun activities throughout the year combined with helping local charities. So happy to be part of this family.
    Business Response:

    *****, Thank you for your thoughtful comments. We're glad you're part of the family!

    Mary S review for Retallick Financial Group
    Mary S on BBB
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    3 years ago

    12/10/2019, 01:04 AM
    Don is very important to his clients and he very attentive. Don will explain everything you need to understand. **** ********
    Rhonda F review for Retallick Financial Group
    Rhonda F on BBB
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    3 years ago

    12/09/2019, 01:57 AM
    Great agency. Honest, reliable & they take are of all your needs no matter how big or how small. A great return on your investment. They put you at ease and I feel very confident my money is safe.
    Business Response:

    Thank you and you're welcome ******! We're glad we were able to put you at ease and feel confident about your safe money.

    Sammy R review for Retallick Financial Group
    Sammy R on BBB
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    3 years ago

    12/09/2019, 01:31 AM
    Retallick financial treats you like family. We all have so much fun together. Don and his staff are amazing and make you feel very welcome.
    Business Response:

    Thank you *****! I'm glad you're happy with our service.

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