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Ocala, Florida Wealth Management 

Our Mission

At Estate and Retirement Resources Inc., we have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times.

Experience and Skill

When you choose our financial planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs.

Independence & Objectivity

As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.