Birdeye Logo White 2020
Watch Demo

Retallick Financial Group

Claim this profile

This business is unclaimed. Owners who claim this profile can update information, boost SEO, and more.

Claim this business for free
4.9
★★
★★
★★
★★
★★
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

Google

Facebook

Suggest edits
Top Finance in your area
Credit CRB
5.0
★★
★★
★★
★★
★★
(1) · Finance

8951 Bonita Beach Rd SE

(855) 291-7557
Lu Ann Fregeau - Ameriprise Financial Services, Inc.
5.0
★★
★★
★★
★★
★★
(1) · Financial Services

1205 Elizabeth St Ste C

(941) 575-1900
Topcreditcardprocessors.com
5.0
★★
★★
★★
★★
★★
(8) · Financial Services

9045 Strada Stell Ct

(239) 314-0274
Lpl Financial
5.0
★★
★★
★★
★★
★★
(1) · Financial Services

12444 Brantley Commons Ct #101

(239) 433-0475
First Florida Securities Inc
5.0
★★
★★
★★
★★
★★
(1) · Finance

11660 Night Heron Dr

(239) 596-2600
Tax & Financial Strategists Llc
5.0
★★
★★
★★
★★
★★
(4) · Financial Services

28089 Vanderbilt Dr Ste 201

(239) 405-8542
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.

Suggest edits
BIRDEYE FOR BUSINESSES
Birdeye For Business

This profile is powered by Birdeye. Over 100,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Learn more about Birdeye

4.9
★★
★★
★★
★★
★★
64 reviews
5★61
  
4★0
  
3★0
  
2★0
  
1★2
  
1 review has no rating
  • Reviews(29)
  • Google Reviews(35)
    • Sort By:
    Featured
    Rosie M review for Retallick Financial Group
    Rosie M on BBB
    ★★
    ★★
    ★★
    ★★
    ★★

    4 years ago

    12/21/2018, 10:43 AM
    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 review for Retallick Financial Group
    Gary D on BBB
    ★★
    ★★
    ★★
    ★★
    ★★

    4 years ago

    12/18/2018, 21:40 PM
    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 review for Retallick Financial Group
    Sue I on BBB
    ★★
    ★★
    ★★
    ★★
    ★★

    4 years ago

    12/18/2018, 13:14 PM
    Retallick Financial is a great company to deal with. Don, Wendy and Randy are super friendly and very knowledgeable.
    Featured content
    Review response templates: now no excuse not to respond to reviews

    Review response templates: now no excuse not to respond to reviews

    Review response templates: now no excuse not to respond to reviews
    Why a Digital Marketing Agency Should Offer Online Reputation Management

    Why a Digital Marketing Agency Should Offer Online Reputation Management

    Why a Digital Marketing Agency Should Offer Online Reputation Management
    Sue M review for Retallick Financial Group
    Sue M on BBB
    ★★
    ★★
    ★★
    ★★
    ★★

    4 years ago

    12/17/2018, 18:42 PM
    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 review for Retallick Financial Group
    Freda on BBB
    ★★
    ★★
    ★★
    ★★
    ★★

    4 years ago

    12/17/2018, 16:36 PM
    Excellent excellent service Extra friendly staff Trustworthy
    Nicole E review for Retallick Financial Group
    Nicole E on BBB
    ★★
    ★★
    ★★
    ★★
    ★★

    4 years ago

    12/17/2018, 06:35 AM
    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 review for Retallick Financial Group
    Ed F on BBB
    ★★
    ★★
    ★★
    ★★
    ★★

    4 years ago

    12/17/2018, 04:26 AM
    Great to work with. Super support team. Very knowledgeable
    Ron M review for Retallick Financial Group
    Ron M on BBB
    ★★
    ★★
    ★★
    ★★
    ★★

    4 years ago

    12/17/2018, 01:33 AM
    Great company and great people very trustworthy and honest.
    George S review for Retallick Financial Group
    George S on BBB
    ★★
    ★★
    ★★
    ★★
    ★★

    5 years ago

    11/02/2018, 11:22 AM
    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 the people who are always available to assist you. The staff has always dealt with the insurance company on my behalf. Two very important precepts of this financial product are 1: you never pay any fees whatsoever, and 2: you never lose your initial investment, Join Retallick at a seminar near you today.
    Footer Banner 2021
    Get more reviews. Get more customers.

    Get more reviews from your customers with Birdeye. Dominate search results. Beat local competitors. Grow your business. Easy, done.