Retallick Financial Group

Name: Retallick Financial Group
Address: 27911 Crown Lake Blvd #247, Ste 247, Bonita Springs, FL, 34135, US
Telephone: (239) 444-5980
Price range: $$
Rating: 4.9

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/

Closed now

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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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4.9

★★

64 reviews

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DENISE S on BBB

★★

5 years ago

People rely on personal finance advisors to help them make sound financial decisions that will affect their lives and to ensure they have a comfortable future. For this reason, I have chosen Retallick financial. I have been with them for six years and have complete faith they are doing their very best for me. Wendy and Randy are awesome always very helpful and answer all of my questions. I can't say enough about Don Retallick he has good interpersonal and customer relations skills as well as wealth planning abilities for investments, retirement, and savings. I feel very confident in the Retallick financial group. I could not find a better company to help with my future.

earljohnson on BBB

★★

5 years ago

Once he gets your money and gets his commission you can forget getting any help. Anything after that you have to do yourself. Want to change a beneficiary you have to contact the Insurance Company yourself. Does a lot of nice things to get you to be his client but then you are on your own. Find someone else as you will eventually have to do it all yourself anyway.