Retallick Financial Group
(239) 444-5980
9961 Interstate Commerce Dr. Suite 160, Fort Myers, Florida, 33913
Business hours
Monday | 9:00am to 5:00pm |
Tuesday | 9:00am to 5:00pm |
Wednesday | 9:00am to 5:00pm |
Thursday | 9:00am to 5:00pm |
Friday | 9:00am to 5:00pm |
About us
Fiduciary Investment Advisor in Southwest Florida providing retirement and investment planning through personalized, insurance-based strategies. Since 2008, Retallick Financial Group has helped individuals and families protect their principal, pursue a reasonable rate of return, and keep their financial plans simple. Led by Don Retallick, our firm operates offices in Fort Myers, Bonita Springs, Venice, and Sarasota. We offer no-obligation consultations, educational seminars at upscale restaurants, and a client-first approach rooted in honesty and integrity. Whether you're preparing for retirement or reviewing your current plan, we help you take the next step toward lasting financial confidence.