Michael D. Riley, CFP^®

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. The success of Michael and his staff 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 client¹s accounts from one generation to another.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes