Retallick Financial Group & Retallick Wealth Management Claim this business
About
Retallick Financial Group & Retallick Wealth Management is a insurance agency located in Naples. They offer consultant, accounting, finance and service services. Rated 4.9 stars from 64 Google reviews.
Services
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- Address27911 Crown Lake Blvd #101, Bonita Springs, FL 34135, USA, Naples 34104
- Service Areas
- Phone(239) 444-5980
- Websitewww.retallickfinancial.com/
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Reviews
As a client, I was at a Client Appreciation Event. Fulfilled evening with lots of Perks. As a client It made me feel valued and also gave me a chance to share stories with like minded people who want to protect their retirement income. The staff at Retallick are informative and helpful and happy to answer my qestions when I call. So happy I chose to be part of their family!
We have been clients of Don’s and his team for 7 years. They have always been very helpful advising us with our financials. They are always willing to sit down and explain all the pros and cons. We highly recommend Retallick Financial.
It was a beautiful setting and the dinner was wonderful. Don really outdid himself tonight. Thank you Don and team Sue Graham
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.
Don and his staff are THE BEST! He takes fiduciary responsibility seriously, and provides lots of fun events as well!