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Headquarters:
Fort Myers Office
9961 Interstate Commerce Dr., Suite 160
Fort Myers, FL 33913
(877) 838-8384 -
Bonita Springs Office
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
(877) 838-8384 -
Venice Office
1500 East Venice Ave., Ste. 301
Venice, FL 34292
(877) 838-8384 -
Sarasota Office
1990 Main St., Ste. 750
Sarasota, FL 34236
(877) 838-8384
Donald L Retallick III
FL Insurance License # P109239
Retallick Financial Group
Florida Lic. #L096591
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.