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Retallick Wealth Management

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

Don Retallick
Founder & CEO
Eric Richardson
Client Acccount Manager
Savannah Retallick
Operations Director
Maddison Johnson
Sales/Marketing Director
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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
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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.
**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 website create an agent-client relationship.

Donald L Retallick III, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retallick Wealth Management, and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through Retallick Wealth Management but are offered and sold independently by Retallick Financial Group, FL Lic. #L096591 and Donald L. Retallick III, FL Insurance License #P109239.

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