New Client Survey - Retallick Financial Group

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Home
Services
Who We Are
Giving Back
Events
Resources
- Current News
- Monthly Retirement Tips
Contact
Client Portal

Client Portal

How did we do? We want to know.

Did you visit the office?

Yes
No

Who did you meet with?

What products are you using?

Annuities
Life Insurance
Wealth Management
Other

What products are you interested in?

Annuities
Life Insurance
Wealth Management
Other

Please Rate Each From 1-5

Your overall experience

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

How well were your products explained to you?

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

All of your questions were answered:

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

Helpfulness / friendliness of staff:

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

Ease of finding our location:

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

Anything else you would like us to know?

Would you like us to reach out to you about your experience? If so enter your contact info.

Leave Us A Review On Google

Sarasota Clients:
CLICK HERE

Bonita Springs Clients:
CLICK HERE

Fort Meyers Clients:
CLICK HERE

Follow the prompts and let us know how we are doing!

(877) 838-8384
Info@RetallickFinancial.com

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

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Home
Services
Who We Are
Giving Back
Events
Resources
- Current News
- Monthly Retirement Tips
Contact
Client Portal

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Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.

By contacting Donald L. Retallick III, FL Insurance License #P109239 / Retallick Financial Group, FL Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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