Personalized Investment Management and Outstanding Client Service... Guiding local investors since 1989.

-Greg Ergle CFP® | Ocala, Florida

The NEW Ergle Financial Building The NEW Ergle Financial Building Greg Ergle

Greg Ergle CFP® , Ocala, Florida

Ocala, Florida

Ocala, Florida

Welcome to Ergle Financial Services where we are “Helping families enjoy a better retirement."

Financial advisor Greg Ergle CFP® at Ergle Financial Services offers comprehensive Wealth Management services to both individuals and families. Greg specializes in Retirement Investment Management and Retirement Income Planning. For over 25 years he has been helping individuals and families plan for and navigate their retirement years.

Our Comprehensive Line of Financial Solutions:

Thank you for visiting our website. Please take the time to look around and explore. I hope you find the information helpful and our site easy to use. Feel free to call us or send us an email if you would like more information or have any comments or questions. We are easy to reach, just click above on the tab that says "contact".

Raymond James Financial Services, Inc., 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

RJ Institute of Investment Management...

(07/30/2014) Beginning Monday August 4th I will be out of the office attending a three-day certification program, the RJ Institute of Investment Management Consulting (IIMC), Level 1 program. I was selected to become a member of this RJ Institute, which offers educational programs, ongoing communications forums and networking with other advisors, after demonstrating a commitment to a consulting approach in managing client assets. This program afford me the opportunity to learn about sophisticated investment management consulting topics, such as asset allocation, manager selection and portfolio construction, and the support I receive from the RJ investment and manger research teams. I look forward to sharing this information with you when I return to the office.I will return to the office on Thursday August 7th at 9:00 am.  If you need me prior to my return I will be checking my office voice mail (352-237-0190) and I will be receiving my e-mails. If you need service on your account you can call the Raymond James Client service line at 1-800-647-7378 where they can take care of check requests, stock trades, etc..

Raymond James Mission Statement

(06/03/2014) We, the associates of Raymond James, commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge.Mission StatementOur business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts: Our clients always come first.We must provide the highest level of service with integrity.Assisting our clients in the attainment of their financial objectives is our most worthy enterprise.We must communicate with our clients clearly and frequently.Our investments and services must be of superior quality.Teamwork – cooperating with and providing assistance and support to our fellow associates – is fundamental to sustaining a quality work environment that nurtures opportunities for unparalleled service, personal growth and job satisfaction.Continuing education is necessary to maintain the timeliness of investment knowledge, tax law information and financial planning techniques.Innovation is requisite to our survival in a changing world.To emulate other members of our industry requires us to continue to work hard; to excel beyond our peers requires us to provide an even higher caliber of service to our clients.We must give something back to the communities in which we live and work.

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