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Estate & Retirement ResourcesFinancial advisor in Ocala, FL

Estate & Retirement Resources is a financial advisor at 7500 SW 61st Ave Ste 700, Ocala, FL 34476, ranked #5 of 52 financial advisors in Ocala and rated 5.0 from 32 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Ocala, FLUpdated 0 paid placements in any rankingHow we rank

Call (352) 732-8277Website ↗

Key facts

Key facts about Estate & Retirement Resources
Address7500 SW 61st Ave Ste 700, Ocala, FL 34476Get directions
Phone(352) 732-8277
Websiteestateandretirementresources.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 32 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Ocala and 3 towns within 25 miles: Silver Springs, The Villages and Lady Lake.

Based in Ocala, FLView on map

Opening hours

Opening hours for Estate & Retirement Resources
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Estate & Retirement Resources

How is Estate & Retirement Resources ranked in Ocala?

Estate & Retirement Resources is ranked #5 of 52 financial advisors in Ocala by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Estate & Retirement Resources’ hours?

Estate & Retirement Resources is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Estate & Retirement Resources serve?

Serves Ocala and 3 towns within 25 miles: Silver Springs, The Villages and Lady Lake. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Estate & Retirement Resources?

Estate & Retirement Resources has a rating of 5.0 from 32 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Estate & Retirement Resources?

Call Estate & Retirement Resources on (352) 732-8277. The business is at 7500 SW 61st Ave Ste 700, Ocala, FL 34476. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Estate & Retirement Resources compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Estate & Retirement Resources (this business)—725.0 (32)NoNo
Vazquez Wealth Management,LLC#3745.0 (54)NoNo7.5 mi
Senior Financial Security Inc#4724.9 (159)NoNo20.5 mi
Zinnia Wealth Management#6724.7 (39)NoNo4.0 mi

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