Estate & Retirement Resources - Ocala, Florida

Rick B.

Michael Riley with Estate & Retirements Resources hosted our dart league awards luncheon. We listened to his presentation with skepticism, thinking he was just another salesmen trying to sell his investment products. When our son decided he wanted to buy our home, we decided to interview potential retirement planners to discuss how we should structure this sale. We included Estate & Retirements Resources. Michael Riley came to our home, listened to our needs and provided a quote for his firm’s review and recommendations. We decided to hire his firm. To our surprise, he personally handled our account. Bottom line, he delivered a plan that met all our needs, eliminating potential future taxes and fees which will save us thousands of dollars in the future. In addition, he proposed clarifications to our Durable Power of Attorney and Health Care Surrogate documents reducing the possibility of a future conflict between our two children.

He has excellent support staff, and we never had to talk to a tape recorder. He and his staff provided answers to all our questions without delay, sometimes with Michael Riley calling after hours providing us with answers so we did not have to wait. We are very happy with the results. He and his staff were genuinely concerned about our best interest. What you see is what you get--he is the real deal. We highly recommend him and his company.
Thanks

Note We were not compensated for our recommendation.

Betsy W.

We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!

Lowell K.

Michael and his staff have been excellent to work with during our process of estate planning. They are professional and thorough. I trust them and would recommend them to anyone. Rachel is pleasant and greets you with a smile. Appointments are always on time.

troy M.

I recently attended an estate seminar with Mr. Riley. I observed that Mr. Riley was caring and knowledgeable. I made an appointment to discuss my Fathers estate, of which I am the executor. During the meeting, I was provided with a plan to ensure my fathers estate could be executed in the simplest way possible . Mr. Riley answered all of our questions and returned phone calls, which were all complimentary. My father and I made an appointment to complete the recommended documents. The process was seamless. My wife and I will be making an appointment soon to begin our estate planning with this firm. I enthusiastically recommend this firm for your estate planning needs.

Karen H.

Five stars for Michael Riley!!! He was very professional and knowledgeable during our financial meetings. I had been with my previous financial broker for over 30 years and he never spent as much time with me & my money as Mr. Riley. It was a difficult transition but I am totally comfortable and very confident that all my investments are where they should be at this time of my life.

Linda D.

Mr. Riley and staff have helped me over many years with financial planning. Great job! Very patient, kind and caring. I have confidence with his help that I'm aging financially very well. Could not have done this on my own (I was trying). He was recommended by friends and neighbors and I've been very happy with the results. So worth having someone that knows what they are doing financially working for me!

Neal K.

We have had the pleasure of working with Michael and the E&RR team for over 30 years. Our parents started the relationship when they retired and moved to FL, and Michael provided exceptional advice and guidance, ensuring their retirement years were financially secure. Upon our father's passing, Michael's genuine concern and care showed in his regular 'check-ins' with our mother, keeping us on track while we were 1200 miles north. Seeing the personal service, and the financial education and insight provided our parents, we asked Michael to take us on as clients also, and have been the beneficiaries of over 30 years of E&RR's outstanding service. While we have enjoyed the results of Michael's financial guidance - our family has a very solid financial plan for both short and long term - it is the deep personal relationship that we absolutely treasure. We manage our relationship remotely between MI and FL, which has never been an issue as the E&RR team always takes the time to make sure all information is available and clear. Michael takes all the time needed to understand our situation, goals and investment ideas, and explain his thoughts and strategies, and we have been very successful for the past three decades. We are very grateful for all the support and advice Michael and the E&RR team has provided our family for 2 generations, soon to be 3 with our children.

Rich S.

My wife and I have been very happy with our relationship with Mike Riley and his staff. We went to one of his seminars about a year ago and decided to give him a try. He's not like other advisors we have had: he's easy to talk to, a pleasure to deal with, and he has a genuine passion for helping his clients. If you're in the Ocala area, take the time to attend a seminar.