Retallick Financial Group - Bonita Springs, Florida

Address: 27911 Crown Lake Blvd #247, Bonita Springs, FL 34135.
Phone: 2394445980.
Website: retallickfinancial.com
Specialties: Financial consultant, Accountant, Financial planner, Health insurance agency, Life insurance agency.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 34 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Retallick Financial Group

Retallick Financial Group 27911 Crown Lake Blvd #247, Bonita Springs, FL 34135

☎️2394445980

⏰ Open Hours of Retallick Financial Group

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

Retallick Financial Group is a well-established financial consulting firm located at 27911 Crown Lake Blvd #247, Bonita Springs, FL 34135. With a phone number of 2394445980 and a website at retallickfinancial.com, they provide a range of financial services including financial consulting, accounting, financial planning, health insurance, and life insurance.

Specialties

Financial consultant
Accountant
Financial planner
Health insurance agency
Life insurance agency

Other points of interest

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointment required
Appointments recommended

The company boasts an impressive average rating of 4.8/5 based on 34 reviews from customers on Google My Business. This demonstrates the high level of satisfaction and trust clients have in their services.

Retallick Financial Group is dedicated to helping their clients achieve financial stability and growth. With a team of experienced professionals and a wide range of services, they are well-equipped to assist individuals and businesses with all their financial needs.

Whether you are looking for help with personal finance, retirement planning, or business financial strategies, Retallick Financial Group has the expertise and knowledge to provide tailored solutions. Their commitment to exceptional customer service and their focus on building long-term relationships with their clients sets them apart in the industry.

With a convenient location, wheelchair accessibility features, and appointment-based services, Retallick Financial Group makes it easy for clients to access their expert financial advice. Don't hesitate to reach out to them today to schedule your appointment and take the first step towards securing your financial future.

👍 Reviews of Retallick Financial Group

Retallick Financial Group - Bonita Springs, Florida

Andrew C.

1/5

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.

Robert P.

5/5

My wife and I have been clients of the Retallick Financial Group for more than 2 years.
Don Retallick is very professional, courteous, and is extremely knowledgeable in the financial field.
He hosts very informative seminars.
The entire current Team including Don, Jones, Savanah, Eric, Maddy, and Kaegan are TOP NOTCH.

Maria S.

5/5

Many thanks to all the wonderful people at Retallick Financial for providing me with excellent service in handling my financial concerns. Their professional and friendly service makes you feel that you have chosen correctly and feel like part of the family.

Additionally, they provide various seminars and activities throughout the year for clients to attend and expand their education in the world of finance.

Steve G.

5/5

The Retallick Group offers a great selection of financial products. Explained in easy to understand pieces, has terrific follow up and has consistently demonstrated they care about individual clients and the community.

Linda P.

5/5

Retallick Financial Group has been such a wonderful experience. The team is extremely professional and helpful. Best investment I’ve made.

Mary N.

5/5

I highly recommend Retallick Financial. It is an excellent company! With Don as the leader, the company is very friendly and efficient, and We have received excellent financial gains for our investment.

Jim M.

5/5

Don is very professional in all of his business dealings. He cares about his customers as much afterwards as before they may purchase an investment instrument. Highly recommend....

Earl J.

1/5

Once you become a client and he gets paid you will have to do all the work yourself. Want to change beneficiaries you will have to do all the work with the Insurance company. You simply become unimportant once they get your money. I guess it is too much work and not profitable to deal with those with whom they already have their money. Find a better advisor who will work for you rather than ignore you.