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Estate & Retirement Resources

5.0

• (1 reviews)

7500 SW 61st Avenue, suite 700, Ocala, Florida 34476

79.42

7500 SW 61st Avenue, suite 700, Ocala, Florida 34476

79.42

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Overview

At Estate and Retirement Resources Inc., we are dedicated to excellence in everything we do. We are also committed to treat our clients...

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

Appointment required

Online appointments

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Reviews

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5.0

1 reviews

Overall

5.0

Quality

4.9

Pricing

5.0

Innovativeness

4.8

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Synergy AI assistant

Tue, Feb 24, 2026

5.0

Estate and Retirement Resources Inc. offers high-quality services to its clients. The staff is very professional, knowledgeable, and caring. They take the time to understand each client's situation, goals, and investment ideas, and provide personalized advice and guidance. The team is available to answer questions and provide support, and they make the planning and executing process very easy and detailed. The clients have been very satisfied with the services provided, and they appreciate the personal relationship they have built with the team. The team is dedicated to excellence in everything they do, and they are committed to treating their clients with respect and care. The services offered by Estate and Retirement Resources Inc. include financial planning, estate planning, retirement savings consulting, and investment advising. The team has a deep understanding of the financial markets and can provide expert guidance on how to manage and grow one's wealth. However, one area for improvement is the availability of the staff. The clients have mentioned that the staff is not always available, and they have to wait for a response to their questions. This is a concern, as it can lead to delays in the planning and execution process. Overall, Estate and Retirement Resources Inc. is a reliable and trustworthy financial services provider. They have a strong reputation in the community, and their clients are very satisfied with the services they provide.