ESTATE AND RETIREMENT RESOURCES, INC.
OCALA, FLORIDA

Estate and Retirement Resources, Inc., founded on March 16, 1998, is a Florida-registered company specializing in providing comprehensive advice and services tailored to the unique financial planning needs of retirees. Headquartered in Ocala, FL, at their mailing address of 7500 SW 61st Avenue, Suite 700, the company operates under Florida's official filing number P98000024880 and employs the company type designation DOMP. Over a quarter century in operation, Estate and Retirement Resources, Inc. has established itself as a trusted entity among retirees, addressing critical financial issues such as ensuring income sustainability beyond retirement, managing inflationary trends, optimizing tax efficiency, and planning for escalating healthcare expenses. Notably, over ninety percent of the company's clientele consist of retired individuals who seek expert guidance to navigate these common financial challenges. Under the leadership of Michael D Riley (MR), who serves in an officer capacity, Estate and Retirement Resources maintains a focus on leveraging their extensive experience and expertise to enhance client outcomes. The organization remains committed to transparency and accountability as evidenced by its most recent annual report filed on April 18, 2024. Communications with the company can be facilitated through their primary contact number at (352) 732-8277, an alternative line at (877) 732-2473, or via a dedicated channel at (352) 732-9649. For more detailed information regarding their services and offerings, the public is encouraged to visit their website, estateandretirementresources.com.