Meet The Team That Is Always Here For You.

PHASE 1: DISCOVERY

PHASE 2: STRATEGY

PHASE 3: IMPLEMENTATION

PHASE 4: MONITORING

Michael Riley - Estate and Retirement Resources, Inc.

Michael Riley, CFP®, CLU®, ChFC®
PRESIDENT

Phone: 352-732-8277|
Fax: 352-732-9649
Email: [email protected]

Michael Riley founded Estate and Retirement Resources, Inc. with the intent of creating an unrivaled experience for his clients. In addition to Estate and Retirement Planning, he specializes in creating Wealth Management Strategies customized for each individual. Since its establishment in 1998, Michael has strived to become one of the area’s most distinguished Financial Planners. His impressive list of accreditations includes CFP®, CLU®, and ChFC®.

Michael is a Top Five Representative with his broker dealer, Mutual Trust Company. His professional registrations include Series 6, Series 7, and Series 66. He holds Life, Health, and Variable Annuity licenses with the state of Florida and various other states. Michael’s success is due to his superior attentiveness to each client’s individual needs. His remarkable reputation has granted him the honor of being entrusted with the transition of his client’s accounts from one generation to another.

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Jed E. Bandes, CFP®, CLU®, ChFC®
PARTNER

Mr. Bandes is the principal of Mutual Trust Co. Of America Securities. He is a life long resident of the Tampa Bay area and a graduate of Florida State University. Mr. Bandes is a CERTIFIED FINANCIAL PLANNER™, Charter Financial Consultant, Charter Life Underwriter, General Securities Principal, Registered Options Principal, General Securities Representative, Municipal Securities Principal, Operations Professional, Investment Banking Representative, Introducing BD/Financial Operations Principal, and Registered Investment Advisor. In addition to Mr. Bandes extensive credentials, he also has broad industry experience and has served on the FINRA Board Of Governors and the FINRA District Business Conduct Committee.

Jed has completed extensive training in financial planning, investments, taxes, insurance, estate planning, and retirement. CERTIFIED FINANCIAL PLANNER™, ChFC, and CLU professionals are required to complete continuing education programs and ethics classes to maintain their certification status.

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Vincent Munno, CEO, CFP® , CLU®
PARTNER

Vincent has over 30 years of experience in the financial services industry, specializing in Estate and Insurance Planning. After 10 years of remarkable success in personal planning, he has become a mentor to other financial planners. Vince founded Universal Financial Consultants (UFC) in the early 90s and has built it to become one of the top Financial Marketing Organizations in the nation.

Vincent also serves on the management councils of multiple esteemed life insurance companies. He holds a Series 63, Series 6, and Series 7 Security Licenses along with his General Securities and Investment Advisor registrations received from the Financial Industry Regulatory Authority (FINRA).

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: October 15th @ 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

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.

Estate and Retirement Resources, Inc.

Contact Us:

352-732-8277 OR [email protected]

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Estate and Retirement Resources, Inc.

Client Relationship Summary

Check the background of your financial professional on FINRA’s BrokerCheck

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser.  Investment Advisory services offered through Mutual Trust Asset Management, Inc., a Registered Investment Advisor.  Estate and Retirement Resources, Inc. is not owned or controlled by Calton & Associates, Inc.

CONTACT
Office: 352-732-8277
Fax: 352-732-9649

Ocala Office
7500 SW 61st Ave, Suite 700
Ocala, FL 34476
Open Mon thru Fri 9am – 5pm

[email protected]

All rights reserved 2024-2028. Estate and Retirement Resources, Inc. | Office: 352-732-8277