Retallick Financial Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

27911 Crown Lake Blvd Ste 247, Bonita Sp...

Phone Number

(239) 444-5980

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Retallick Financial Group

Retallick Financial Group, based in Fort Myers, FL, specializes in helping clients of all ages achieve successful retirement through tailored financial strategies. They offer a range of services including retirement strategy, annuities, life insurance, and wealth management, focusing on protecting clients' principal while providing reasonable returns. The firm emphasizes simplicity and transparency in financial planning, ensuring clients understand their options and fees. Their target clients include individuals in Fort Myers, Sarasota, Bonita Springs, and Venice, FL, who are seeking guidance in their retirement planning.Explore more
Retallick Financial Group's Social MediaPopular SearchesRetallick Financial GroupFinancial Group LLCFlorida Gulf Coast RealtyRetallick Financial Group IncEra Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Retallick Financial Group Org Chart

PhoneEmail
WS
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President, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Retallick Financial Group

<$5M
1-10
Private
-
2014
WS
Wendy SpivyPresident, Marketing
$5.5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2016
CP
Corinne PoorRelationship Manager
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
-
KD
Kalon DvorakJunior Financial Advisor
<$5M
11-50
Private
-
1939
CB
Collin BrunerChief People Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Retallick Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Retallick Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Retallick Financial Group.

Retallick Financial Group Tech Stack

A closer look at the technologies used by Retallick Financial Group

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Frequently Asked Questions Regarding Retallick Financial Group

What is Retallick Financial Group's official website?
Retallick Financial Group's official website is www.retallickfinancial.com
What is Retallick Financial Group's Revenue?
Retallick Financial Group's revenue is <$5 Million
What is Retallick Financial Group's SIC code?
Retallick Financial Group's SIC: 62,628
What is Retallick Financial Group's NAICS code?
Retallick Financial Group's NAICS: 52,523
How many employees does Retallick Financial Group have?
Retallick Financial Group has 1-10 employees
What industry does Retallick Financial Group belong to?
Retallick Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Retallick Financial Group competition?
Retallick Financial Group top competitors include: Rogers Financial Group, The Advice Center, Charter Financial Group, Dvorak Wealth Management
What technology does Retallick Financial Group use?
Some of the popular technologies that Retallick Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
How do I contact Retallick Financial Group?
Retallick Financial Group contact info: Phone number: (239) 444-5980 Website: www.retallickfinancial.com
What does Retallick Financial Group do?

Retallick Financial Group, based in Fort Myers, FL, specializes in helping clients of all ages achieve successful retirement through tailored financial strategies. They offer a range of services including retirement strategy, annuities, life insurance, and wealth management, focusing on protecting clients' principal while providing reasonable retur... ns. The firm emphasizes simplicity and transparency in financial planning, ensuring clients understand their options and fees. Their target clients include individuals in Fort Myers, Sarasota, Bonita Springs, and Venice, FL, who are seeking guidance in their retirement planning.Read More

What are Retallick Financial Group social media links?
Retallick Financial Group Linkedin page Retallick Financial Group Twitter page Retallick Financial Group Facebook page
Is Retallick Financial Group a public company?
Retallick Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Retallick Financial Group

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