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Retallick Financial Group

4.8

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
4.870 reviews
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Rosie M's profile image
Rosie M 
6 years ago

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. 

Gary D's profile image
Gary D 
6 years ago

We are very pleased with the Retallick Group. Don and Wendy make us feel like family and are very accommodating to our needs. 

Sue I's profile image
Sue I 
6 years ago

Retallick Financial is a great company to deal with. Don, Wendy and Randy are super friendly and very knowledgeable. 

Sue M's profile image
Sue M 
6 years ago

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! 

Freda's profile image
Freda 
6 years ago

Excellent excellent service Extra friendly staff Trustworthy 

Nicole E's profile image
Nicole E 
6 years ago

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! 

Ed F's profile image
Ed F 
6 years ago

Great to work with. Super support team. Very knowledgeable 

Nancy Lombardo's profile image
Nancy Lombardo 
6 years ago

Very helpful and friendly.Not pushy at all.Would definitely recommend them. 

Ron M's profile image
Ron M 
6 years ago

Great company and great people very trustworthy and honest. 

Frequently asked questions about Retallick Financial Group

How is Retallick Financial Group rated?

Retallick Financial Group has a 4.8 star rating with 70 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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