Private Wealth Management For Select Individuals





We work closely with clients

We guide them toward financial security and through a successful retirement journey.

Michael Riley, CFP®, CLU®, ChFC®

Phone: 352-732-8277

Email: [email protected]

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.


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Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more. Seats fill up very fast so please contact us ASAP to reserve your spot. We look forward to seeing you soon at one of our upcoming events.

Our Upcoming Events

Date: August 20th and 21st @ 6:30PM

Vital Information about Retirement,
Wills, Trusts and Estate Plans


Golden Ocala Golf and Equestrian Club
8300 NW 31st Lane Road
Ocala, FL
6:30 PM


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!

Estate and Retirement Resources, Inc. BBB Business Review

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.

Office: 352-732-8277
Toll-Free: 877-732-2473
Fax: 352-732-9649

Ocala Office
7500 SW 61st Ave, Suite 700

Ocala, FL 34476
Open Mon thru Fri 9am – 5pm

Clearwater Office
1499 Gulf to Bay Blvd, Suite 400
Clearwater, FL 33755
Open Mon thru Fri 9am – 5pm

[email protected]

All rights reserved 2022. Estate and Retirement Resources, Inc. | Office: 352-732-8277 | Toll-Free: 877-732-2473