Investment Advice - Ocala Florida

It is easy to find investment advice, it is on television 24 hours a day 7 days a week.​ There's a multitude of books, magazines and online resources all happy to sell or give away investment advice. But good investment advice that's unique to you and personalized for your busy life is not easy to find.  It is a valuable commodity and something worth looking for.  The core of what Greg does is provide personalized investment advice and portfolio management. 

Financial adviser Greg Ergle has a proven track record and has a demonstrated history of helping individuals and families navigate their retirement years. With an ideal combination of intelligence, experience and integrity Greg is well prepared to help you discover what it means live a retirement  on your terms. If your financial future is important to you then you and Greg should sit down and have a long talk.

Gregory G. Ergle CFP® – “Guiding Ocala Investors for over 25 years”
  • Founder and President – Ergle Financial Services

Bachelor of Science – Business Finance from University of Central Florida 1984

Certified Financial Planner Designation 2011

Greg has provided investment advice and financial planning to clients since 1989. For over 25 years he 
has guided clients through one of the most challenging economic periods in the history of 
the U.S.  
With strategic experience and education, Greg strives to instill in his clients a special trust and confidence.


• 52 years living in Ocala “My Hometown”
• Married to Susan, my high school sweetheart, for 29 years
• 4 Beautiful kids and a son-in-law
• Helping clients manage their financial life since 1989

Merrill Lynch: -Financial Advisor

PaineWebber: -Branch Manager -Financial Adviser

UBS: -Branch Manager -Financial Adviser

Ergle Financial Services: -Owner/President
- Founder
- Branch Manager
- Financial Adviser


• Educated and Professional advice + counsel
• Care and concern for the best interest of each family that entrusts us with their future
• Professional process
• Professional Asset Management
• Frequent Communication

Certified Financial Planner ™, CFP Fully Licensed

In addition to being a CFP in good standing, Greg has the following licenses.

• Florida RA – Investment Advisor Representative
• National Futures Association – NFA Approved person

Florida Department of Insurance License

• Life + Variable Annuity
• Life Variable Annuity + Health
• Life
• Variable Annuity
• Health

License Exams:

• Series 3
• Series 65
• Series 63
• Series 7 - General Securities Representative
• Series 8 - General Securities Sales Supervisor

Active state Registrations:

• Florida
• Georgia
• Alabama
• Louisiana
• North Carolina
• New York
• Connecticut
• Indiana
• Illinois
• Missouri
• Kansas
• Colorado
• California

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.