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Retallick Financial Group & Retallick Wealth ManagementFinancial advisor in Bonita Springs, FL

Retallick Financial Group & Retallick Wealth Management is a financial advisor at 27911 Crown Lake Blvd #101, Bonita Springs, FL 34135, ranked #2 of 183 financial advisors in Bonita Springs and rated 4.9 from 64 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bonita Springs, FLUpdated 0 paid placements in any rankingHow we rank

Call (239) 444-5980Website ↗

Key facts

Key facts about Retallick Financial Group & Retallick Wealth Management
Address27911 Crown Lake Blvd #101, Bonita Springs, FL 34135Get directions
Phone(239) 444-5980
Websiteretallickfinancial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.9 from 64 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Bonita Springs and 11 towns within 25 miles: Estero, San Carlos Park, Golden Gate, Naples, East Naples, Cypress Lake, Villas, Iona, Cape Coral, Fort Myers and Lehigh Acres.

Based in Bonita Springs, FLView on map

Opening hours

Opening hours for Retallick Financial Group & Retallick Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Retallick Financial Group & Retallick Wealth Management

How is Retallick Financial Group & Retallick Wealth Management ranked in Bonita Springs?

Retallick Financial Group & Retallick Wealth Management is ranked #2 of 183 financial advisors in Bonita Springs by RFA Score, with 74 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Retallick Financial Group & Retallick Wealth Management’s hours?

Retallick Financial Group & Retallick Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Retallick Financial Group & Retallick Wealth Management serve?

Serves Bonita Springs and 11 towns within 25 miles: Estero, San Carlos Park, Golden Gate, Naples, East Naples, Cypress Lake, Villas, Iona, Cape Coral, Fort Myers and Lehigh Acres. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Retallick Financial Group & Retallick Wealth Management?

Retallick Financial Group & Retallick Wealth Management has a rating of 4.9 from 64 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Retallick Financial Group & Retallick Wealth Management?

Call Retallick Financial Group & Retallick Wealth Management on (239) 444-5980. The business is at 27911 Crown Lake Blvd #101, Bonita Springs, FL 34135. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Retallick Financial Group & Retallick Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Retallick Financial Group & Retallick Wealth Management (this business)—744.9 (64)NoNo
Rinaldi Wealth Management - Financial Advisor#1755.0 (82)NoNo4.1 mi
Matheson Financial Services#3745.0 (54)NoNo0.2 mi
Clay Financial#4735.0 (50)NoNo3.9 mi

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