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Retallick Financial Group & Retallick Wealth Management - Fort Myers (FL)

Address: 🏡 9961 Interstate Commerce Dr Suite 160, Fort Myers, FL 33913, USA
Website: https://retallickfinancial.com
Phone : +1 (877) 838-8384
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJPRRAs8Jr24gR6dUHXWER1nk
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Cultivate Wealth Management - Lakeland

Arnalie Fleishman I became a client of Matt Antos almost 20 years ago. He was recommded by my parents and they were very pleased with his expertise. Matt and his staff are always courteous and very professional. Monthly emails are sent pertaining to the state of the economy and how that may affect a persons portfolio. I receive quarterly phone calls regarding my portfolio and if Matt feels an investment isnt doing as well as he expected his advise might be to switch to another and explains his reasoning. I feel confident that he is always looking out for my best interest.
5 /5

Edward Jones - Financial Advisor: Taylor M Schenone, CFP®|AAMS® - Fort Myers

Joe Colbert This service has been very helpful in taking the first steps towards investing wisely.
5 /5

Florida Credit Union - Lake City

Jaylynn Robinson Came into Florida credit union today with a bunches of questions and Mrs. Brooklyn book has been amazing to me and not only helped me with all my crazy questions she has also got me into a vehicle, I want to give her a big shout out for being very patient,funny,and friendly with me during this process ! And if you guys need any loans or help with finances get with Mrs. Brooklyn book
5 /5