Estate & Retirement Resources
7500 Southwest 61st Avenue, Ocala, FL 34476
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Estate & Retirement Resources is a finance institution located at 7500 Southwest 61st Avenue in Ocala, Florida, United States. Our mission is to guide our clients towards financial security and a successful retirement journey. Founded with the goal of assisting clients in every aspect of their financial lives, our experienced professionals take a hands-on approach to financial advice. We truly care about helping make your dreams a reality and strive to build long-term relationships with our clients.
Follow us on various media channels in the Ocala and Local Florida areas, including YouTube and streaming channels such as CBS, ABC, NBC, and Fox. We believe in sharing information and resources to help you plan for a satisfying retirement.
Download our latest whitepapers to learn about topics such as understanding your 401k, the importance of savings for retirement, 401k withdrawal options, planning for your dream retirement, optimizing taxes in retirement, and more.
Securities are offered through Mutual Trust Company of American Securities, a member of FINRA/SIPC. Estate and Retirement Resources and Mutual Trust Company of America Securities are separate and unrelated companies. Please note that Mutual Trust Company of America Securities does not offer tax or legal advice.
Our Clearwater office is open Monday through Friday from 9am to 5pm at 1499 Gulf to Bay Blvd, Suite 400. Visit us for a complementary consultation and receive a free copy of our book on smart financial planning for retirement. We look forward to helping you achieve financial security and a fulfilling retirement.
Reviews
"Mike and his team made planning and executing our trust very easy and detailed…"
"Michael Riley and staff at Estate and Retirement Resources are wonderful. Michael is very professional and knowledgeable. He has a lawyer and accountant he works with so all our estate and retirement needs are taken care of and questions are answered without having to go all over town. He has handled changes to our will. He over sees our retirement accounts and has invested them wisely. We trust him completely and have no trouble recommending him to family and friends."
"The combined definition of "positive", "progressive" and "success" is listed as ESTATE AND RETIREMENT RESOURCES, INC.!!! I have always been quite skeptical, even on the day my mother gave birth to me!!!! Michael Riley from ESTATE AND RETIREMENT RESOURCES, INC., gave me the opportunity to relax and trial. I did, and have not looked back since! I am grateful for their professional guidance and superb ideas!!!! My retirement looks so good!!!!!"
"This is becoming the family retirement resource. We love Michael and will recommend him to everyone for your retirement needs."
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