Michael D. Riley,  CFP<sup>&reg;</sup> - Financial Advisor

Michael D. Riley, CFP®



Estate & Retirement Resources, Inc.

7500 SW 61st Ave, Ste 700
Ocala, FL 34476
(352) 732-8277


Michael Riley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Estate & Retirement Resources, Inc. in Ocala, FL and the surrounding communities.

Financial Advisor Overview

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.


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 66

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, LUTC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

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


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