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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
27911 Crown Lake Blvd #247, Ste 247, Bonita Springs, FL, 34135, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
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.
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.
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.
Great service and good product for your retirement. The first company that ever rewards you for being a client.
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!
Don is very important to his clients and he very attentive. Don will explain everything you need to understand. **** ********
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.
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.
Great group! Very responsive to phone calls and assisting when needing money rolled over. I feel very confident that my money is in a safe place.
Retallick Financial Group has a 4.8 star rating with 69 reviews.
Retallick Financial Group is closed now. It will open tomorrow at 9:00 a.m.
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