Estes Financial Services

At Estes Financial Services, Inc., we are dedicated to providing our clients with comprehensive financial planning and investment management services. Our team of experienced professionals is committed to helping individuals, families, and businesses achieve their financial goals and secure their financial futures.

Our Mission

Our mission is to provide personalized financial guidance and investment strategies that are tailored to each client's unique needs and objectives. We take a holistic approach to financial planning, considering all aspects of our clients' financial lives, including retirement planning, wealth management, and estate planning. Our goal is to help our clients achieve financial freedom and peace of mind, knowing that their financial futures are secure.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our investment program is based on Nobel Prize-winning economics and uses a broadly diversified asset allocation approach. We work with our clients to develop individualized asset allocation strategies that balance their return objectives with their tolerance for investment risk. Our services include:

• Retirement planning and wealth management
• Investment advisory services
• Financial planning and analysis
• Estate planning and trust services
• Federal employee benefits planning

Our Commitment

At Estes Financial Services, Inc., we are committed to providing our clients with exceptional service, expertise, and guidance. We believe in building long-term relationships based on trust, integrity, and transparency. Our team of professionals is dedicated to staying up-to-date on the latest financial trends and strategies, ensuring that our clients receive the most effective and innovative solutions.

Our Team

Our team is led by Tim Estes, a seasoned financial professional with a passion for helping others achieve their financial goals. Our team also includes Brie Reyes, CFP, ChFEBC, CDFA, who brings extensive experience and expertise in financial planning and analysis. Together, we are dedicated to providing our clients with personalized service, expert guidance, and unparalleled attention to detail.