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Retallick Financial Group
- Financial Services
- Bonita Springs, FL
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
Get directions| Weekday | 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 pleased with the Retallick Group. Don and Wendy make us feel like family and are very accommodating to our needs.
Retallick Financial is a great company to deal with. Don, Wendy and Randy are super friendly and very knowledgeable.
Very helpful financially. Always doing local charitable donations. They arrange lots of fun social events for their clients. Feels like family all-year-round. So glad I met Don, Randy and Wendy. All very helpful and enjoyable to work with!
Excellent excellent service Extra friendly staff Trustworthy
Mr. Don and the whole Retallick financial team are always very pleasant, accommodating and easy to work with. Highly recommend him and his amazing team!
Great to work with. Super support team. Very knowledgeable
Very helpful and friendly.Not pushy at all.Would definitely recommend them.
Great company and great people very trustworthy and honest.
Top Notch! Not only does Retallick represent an outstanding financial product, but their first priority is the satisfaction of their clients. Clients are not just numbers on an account, they are family. There is no hard sell. No pressure tactics. After a review of your portfolio, and contacting the companies overseeing your investments, they will be able to say to you if they can better preserve your capital or not. You can evaluate your options, check references, and make your decision. The product is exceptional as well as... read more
Frequently asked questions about Retallick Financial Group
How is Retallick Financial Group rated?
Retallick Financial Group has a 4.9 star rating with 101 reviews.
When is Retallick Financial Group open?
Retallick Financial Group is closed now. It will open at 9:00 a.m.
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