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Retallick Wealth Management > Giving Back

Giving Back

To Our Community

How We Help

Not everyone is as fortunate as us. Because of that Retallick Financial Group has always believed in the importance of giving back to our community whenever we can. Whether it is food drives, hosted charity events or even client events that double as fundraisers, we will always find a way to help.

We partner with many amazing charities in Florida and we work hard to keep these partnerships active and strong.

Is there a charity you feel is in need of support? Contact us with the form at the bottom and let us know. We would be happy to look into it!

Please click on the logos below to learn more about these organization and how you can help too.

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(239) 444-5980
Info@RetallickFinancial.com
Headquarters:
9961 Interstate Commerce Dr. Suite 160
Fort Myers FL 33913
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

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION Gibbs Wealth Management, LLC (“Gibbs”) is an SEC registered investment adviser, and Investment Advisory services are offered through Gibbs D/B/A Retallick Wealth Management. Insurance products and services are offered through Retallick Financial Group. By using this website, you accept our Terms of Use and Privacy Policy. Gibbs’ investment advisory services are available only to residents of the United States in jurisdictions where Gibbs is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of Gibbs’ investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.