Retallick Financial Group
About the Business
Retallick Financial Group, located at 1990 Main Street in Sarasota, Florida, is a finance institution dedicated to helping clients achieve their long-term financial goals through insurance products. Led by Don Retallick, the team at Retallick Financial Group believes in honesty, integrity, and a commitment to simplifying the complexities of retirement planning in today's volatile climate.
Their seminars, held at upscale restaurants, offer gourmet meals alongside informational presentations on retirement strategies and market insights. Retallick Financial Group prioritizes protecting clients' principal, providing a reasonable rate of return, and keeping financial plans simple.
With a focus on safeguarding clients' hard-earned money and offering low-risk alternatives to traditional investing, Retallick Financial Group aims to help individuals at all stages of saving and retirement planning. They believe in the importance of simplicity and transparency when it comes to managing finances and offer no-obligation consultations to discuss fees and tailored solutions.
Donald L. Retallick III, with FL Insurance License # P109239, leads the team at Retallick Financial Group in providing personalized financial guidance backed by the claims paying ability of the carrier. Their products offer a reasonable rate of return over time, emphasizing the importance of protecting both principal and interest.
While Retallick Financial Group provides valuable information on their website, they stress that it is for informational purposes only and not a solicitation for specific products or investments. Clients are encouraged to consult with legal, accounting, and tax professionals for personalized guidance on their financial situation.
Photos
Location & Phone number
1990 Main St Suite #750, Sarasota, FL 34236, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"The worst I went to one of their seminars. It went on for an hour. And then I excuse myself to the bathroom because I had an emergency call. And they kicked me out and did not serve me the free dinner, so I will not recommend this company. Unbelievable so unprofessional I would never invest my million dollars with them."
"Let me start with the bottom line: you cannot go wrong with Retallick Financial Group. The phrase "The Retallick Financial Family" are not vacuous words; instead, with your finances comes earnest caring, honesty, and a feeling of partnership - all of the kind you would expect from family. My wife and I (and our children) feel fortunate to have found a company like Retallick Financial, and we believe that you would too!"
"Anyone who has money in the stock market should also diversify into this sound investment with Retallick Financial Group. We sleep at night because of this portfolio. Don is one of the most honest, caring, attentive and reliable financial advisors we have found. We cannot recommend someone more highly than Don and his group."
"I personally have had a great experience with Retallick Financial Group. They always respond to my calls when needed; and have I have had great success with my finances since investing with them. I highly recommend them."
"Don and Eric are absolutely the best in the business! They have advised my family for a very long time and we are now able to relax in our retirement decisions. Highly recommended!"
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