How You Can Help Retallick Financial Group

Leave a Comment / Client Portal, How You Can Help / By retallickfinan

Referrals

Referrals are our greatest compliments. Please invite qualifying friends or family who are interested in learning about the possibilities of protecting their principal from market declines* to and upcoming dinner presentations or a Retallick Financial Group Event. We would love for you to join them!

Attend Dinner Presentations

We always invite our clients to attend one of the many dinner presentations we host at restaurants in the Fort Meyers, Bonita Springs or Sarasota and surrounding areas. Pick a seminar and let a member of our team know and we will add you to our RSVP list. While you are there, we would really appreciate you sharing your RFG customer service experience with those around you.

Follow and Connect with us on Social Media

We would love for you to share your RFG experiences on Facebook, Twitter, and LinkedIn or share our posts with your friends and family.

Leave a Review

There are many other ways to leave a positive review of your experience with our company if you do not have a social media account: YELP, Google Reviews, The Better Business Bureau and Bird Eye to name a few. Thank you for your continued support!

*Guarantees are backed by financial strength and claims paying ability of the issuing insurance company. Investment advisory services offered through Gibbs Wealth Management, a Registered Investment Advisor in the state of Georgia. Insurance products and services offered through Retallick Financial Group.

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(239) 444-5980
Info@RetallickFinancial.com
Headquarters:
9160 Forum Corporate Parkway, Ste. 350
Fort Myers, FL 33905
1990 Main St., Ste. 750
Sarasota, FL 34236
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
1500 East Venice Ave., Ste. 301
Venice, FL 34292

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*DISCLAIMER: This news page is for informational purposes only and does not constitute a complete description of our services or performance. This New page is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this News page should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement, or joint venture. ® and TM denote registered trademarks in the United States and other countries. This commentary was created by a third party for the Agent’s use.

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.