Referrals are our greatest compliments. Please invite qualifying friends or family who are interested in learning about the possibilities of protecting their principal from market declines* to and upcoming dinner presentations or a Retallick Financial Group Event. We would love for you to join them!
Attend Dinner Presentations
We always invite our clients to attend one of the many dinner presentations we host at restaurants in the Fort Meyers, Bonita Springs or Sarasota and surrounding areas. Pick a seminar and let a member of our team know and we will add you to our RSVP list. While you are there, we would really appreciate you sharing your RFG customer service experience with those around you.
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Leave a Review
There are many other ways to leave a positive review of your experience with our company if you do not have a social media account: YELP, Google Reviews, The Better Business Bureau and Bird Eye to name a few. Thank you for your continued support!
*Guarantees are backed by financial strength and claims paying ability of the issuing insurance company. Investment advisory services offered through Gibbs Wealth Management, a Registered Investment Advisor in the state of Georgia. Insurance products and services offered through Retallick Financial Group.