Retallick Financial Group
- Closed ⋅ Opens 9 am
- 9 am–5 pm
- Temporarily closed
- Closed on Saturday, Sunday
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.
Services
- Financial consultant
- Accountant
- Financial planner
- Health insurance agency
- Life insurance agency
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
Business Hours
- Monday
- 9 am–5 pm
- Tuesday
- 9 am–5 pm
- Wednesday
- 9 am–5 pm
- Thursday
- 9 am–5 pm
- Friday
- 9 am–5 pm
- Saturday
- Closed
- Sunday
- Closed
Find Us on Google Maps
27911 Crown Lake Blvd #247, Bonita Springs, FL 34135, United States
Customer Reviews
Reviews
Bad experience with the seminar of Don Retallick.I made a reservation for the seminar on 8/6/24 for myself and my wife.I received reservation code and assurance that it was a firm reservation and not a waiting list.When we arrived on time we were told that our firm reservation was not in the system ,and we were turned away by the unapologetic staff.There were two other couples who faced the same predicament at the same time.The excuse was lame and murky ,mostly ,that reservations are made by a third party ,and Don Retallick is not responsible.At this point we have doubts that we would entrust our assets to a financial advisor so disorganized and arrogant.
Awesome people. Love their advice and company perks.
Excellent knowledge of any financial questions
Highly professional
We have received excellent service and I believe our money is more secure. Positive Responsiveness, Quality, Professionalism, Value
Don and his team are the best! Very accurate information, excellent communication and follow up. Highly recommended. Positive Value
Retallick Financial Group has been such a wonderful experience. The team is extremely professional and helpful. Best investment I’ve made.
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