BBB Accredited Business since 03/31/2014
Estate and Retirement Resources, Inc.
Phone: (352) 732-8277Fax: (352) 732-9649View Additional Phone Numbers7500 SW 61st Ave Ste 700, Ocala, FL 34476-8319 Send email to Estate and Retirement Resources, Inc.
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A BBB Accredited Business since 03/31/2014
BBB has determined that Estate and Retirement Resources, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised Estate and Retirement Resources, Inc.'s rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
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Customer Reviews Summary Read customer reviews
1 Customer Review Customer Reviews on Estate and Retirement Resources, Inc.
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||1 Customer Review|
Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:Florida Office of Financial Regulation
200 E Gaines St
BBB records show a license number of A220620 for this company, issued by Florida Office of Financial Regulation. Their web address is http://www.flofr.com. Insurance Agent.Type: FL Office of Financial Regulation
BBB records show a license number of R008762 for this company, issued by Florida Office of Financial Regulation. Their web address is http://www.flofr.com. Insurance Agency.Type: FL Office of Financial Regulation
Type of Entity
Incorporated: March 1998, FL
Contact InformationPrincipal: Mr. Michael Riley (President)Customer Contact: Ms. Mary Pope (Administrative Assistant)
Insurance Agency, Estate Planning & Management, Insurance Agents
Products & Services
This company offers insurance agent and wealth management services.