We work closely with clients
We guide them toward financial security and through a successful retirement journey.
Michael Riley, CFP®, CLU®, ChFC®
Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. Our staff consists of experienced professionals with a “hands-on” approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients. Thanks again for visiting our website.
READ OUR BOOK
Retirement Strategies for the New Economy
This book takes you on a journey through the triumphs of smart and solid planning, as well as guides you past the most common pitfalls that derail so many retirees. Get your free copy with any scheduled complementary consultation. We look forward to seeing you soon.
Download Our Latest Whitepapers:
& Prepare for a Satisfying Retirement
Click here to download any of our numerous white papers that can help you plan and work toward your Dream Retirement. Find out how many retirees and pre-retirees are saving and working toward a rewarding and fulfilling retirement.
• What you need to know to understand your 401k
• Why savings alone may not be enough for your retirement
• How 401k withdrawal options work
• How to plan properly for your Dream Retirement
• How to optimize Taxes in Retirement
… and so much more!
Check the background of your financial professional on FINRA’s BrokerCheck
Securities offered through; Mutual Trust Company of American Securities Member: FINRA/SIPC.
Estate and Retirement Resources and Mutual Trust Company of America Securities are separate and unrelated companies. Mutual Trust Company of America Securities does not offer tax or legal advice.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) may only conduct business in a state if the representatives and the BD they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
7500 SW 61st Ave, Suite 700
Ocala, FL 34476
Open Mon thru Fri 9am – 5pm
1499 Gulf to Bay Blvd, Suite 400
Clearwater, FL 33755
Open Mon thru Fri 9am – 5pm
All rights reserved 2022. Estate and Retirement Resources, Inc. | Office: 352-732-8277 | Toll-Free: 877-732-2473