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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.

ATTEND ONE OF OUR INFORMATIVE

LIVE EVENTS!

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: April 30th & May 1st @ 6:30PM

Vital Information about Retirement,
Wills, Trusts and Estate Plans


Location:

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

Contact Us:


352-732-8277 OR [email protected]

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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.

CONTACT
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