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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
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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United Capital Financial Advisors - Fort Lauderdale

mike freeman I have been trying to close my late husbands account since the 11th of May. The amount of documentation that I had to do my snail mais ridiculous. I still dont have the money from his account and I closed all his other business dealings weeks ago. If anybody reads this I would recommend that you never ever ever do business with anybody related to this company or any of its subsidiaries.
1 /5

Oxford Advisory Group | Financial Advisors - Mt Dora

Teena Stoneking We love Oxford Advisory and having an office close to our home is a plus! The staff is so accommodating when it comes to appointments!!
5 /5

Ocala Capital LLC - Ocala

Phylis Cauthen Recently, I met with Mike Milne at Ocala Capital, LLC and found him to be a true professional in the financial industry. He has a wealth of knowledge that he uses to provide the best possible services to his clients, and I highly recommend a conversation with him.
5 /5

NxtStep CPA, PA - Fernandina Beach

Meg Butler Greg was recommended to us by a local realtor to discuss potential capital gains from the sale of a home. We found him to be very knowledgeable, direct, and easy to talk to; afterwards we decided to utilize him for our personal taxes. He was very prompt, and again explained everything to us in a way that was easy to understand. We highly recommend him for your business and/or personal accounting needs.
5 /5
anthony lewis jerdine trust fl

Anthony Lewis Jerdine Trust - Miami Beach

kenneth stover Amazing!!!
5 /5

Wells Fargo Advisors - Jacksonville

S S I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.
5 /5