Who We Are
Since opening the doors to Retallick Financial Group in 2008, Don Retallick owns and operates 3 offices in Southwest Florida. With the main office located in Fort Myers Florida, he also has offices in Bonita Springs and Sarasota.
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.
Over the past decade, Retallick Financial Group has grown by double digits, year after year, while maintaining a small office feel for our Clients. We attribute our growth to two factors: our personal approach to each client, and client satisfaction with the solutions we offer that respond to ever changing environments.
Retallick Financial Group offers a variety of Client Educational Events to keep our clients sharp on changing trends. We also encourage our clients to give back to our communities by hosting a variety of charitable events. We appreciate the opportunity to become a culture where our clients truly feel like family.
Meet the team that will help you to take control of your financial future!
Client Account Manager
Eric graduated from Ave Maria University with a BS in Exercise Science and Minor in Business. Eric played professional basketball for three years in Spain and Finland. Licensed for health and life insurance, Eric works with Retallick clients to safely move their money from company to company.
Savannah was born and raised in Naples, FL and attended FSW to play softball. She has her insurance license and will be helping our clients with their Medicare needs.
Thomas joined Retallick Financial in 2020 as a Client Services & licensed Life Insurance Specialist. He takes care of preparing materials for our educational seminars and provides clients with the information they need regarding our insurance products. Thomas also stays connected with our event registrants and clients, helping them to get the most from their retirement educational experience. In addition, he also makes sure that new clients have all the informational documents they need before their first meeting with the firm.
With his Nebraska small town work ethic, education in business (degree from Hastings College), and experience with large-scale events on the Las Vegas strip, Thomas brings lots of energy to his work and our clients. He loves watching sports as well as deep-sea fishing. Looking to attend an upcoming event? Reach out to Thomas.
Yes, I would like a complimentary discovery meeting!
Let’s get started planning for the retirement you deserve.