- Program Description:
- By opting into our SMS program, you agree to receive text messages from Retallick Wealth Management regarding news, events, products, scheduling or office updates.
- Message Frequency:
- Message frequency may vary. You will receive 3 messages per month or when necessary.
- Cost Disclosure:
- Standard message and data rates may apply. Please check with your mobile provider for details.
- Opt-Out Instructions:
- You can opt-out of receiving messages at any time by replying STOP. For help, reply HELP.
- Customer Care:
- For assistance, contact our customer care at Info@RetallickWealth.com
- Legal Disclaimers:
- By participating, you agree to our terms and conditions and privacy policy. We reserve the right to modify these terms at any time.
- Links:
- For more information, please visit our Privacy Policy: https://retallickwealth.com/privacy-policy/
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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
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. Don Retallick and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through Gibbs Wealth Management but are offered and sold independently by Donald L. Retallick III, FL Insurance License #P109239.
By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM 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 GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. 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.