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ESTES FINANCIAL SERVICES, INC. is a reputable financial firm that has been serving clients for over 20 years. As a leading financial services provider, they have established themselves as a trusted advisor for individuals and businesses seeking expert financial guidance. With a team of experienced advisors, ESTES FINANCIAL SERVICES, INC. offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
1. Provides expert financial advice and guidance to individuals and businesses.
2. Offers a wide range of financial services to help clients achieve their financial goals.
3. Tailors financial plans to meet each client’s unique needs and objectives.
4. Committed to helping clients make informed financial decisions for a secure future.
Facts and Insights
ESTES FINANCIAL SERVICES, INC. has a proven track record of success in helping clients achieve their financial goals. Here are some key facts and insights about the firm:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
ESTES FINANCIAL SERVICES, INC. offers a diverse range of financial services to meet the varying needs of their clients. Some of their key services include:
- Investment management
- Wealth planning
- Risk management
- Tax planning
- Estate planning
- Retirement planning
Client Types
ESTES FINANCIAL SERVICES, INC. serves a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Professionals
- Small businesses
Fees & Compensation
ESTES FINANCIAL SERVICES, INC. believes in transparent and fair fee structures for their services. Here are some key points to know:
- The firm charges a percentage of assets under management as their fee.
- They may also receive commissions for certain products or services.
- As a fee-based advisor, they are legally bound to act in the best interests of their clients.
Background
ESTES FINANCIAL SERVICES, INC. was founded in 2001 by Mr. John Estes. With over 30 years of experience in the financial industry, Mr. Estes leads a team of highly qualified professionals who are dedicated to providing top-notch financial advice and services to their clients. The firm is headquartered in New York City and has expanded to serve clients across the country.
Financial Advisor Disclosures to Know
As a responsible and ethical financial advisor, ESTES FINANCIAL SERVICES, INC. wants their clients to be well-informed and empowered in their financial decisions. Here are some important disclosures to be aware of:
- ESTES FINANCIAL SERVICES, INC. is a registered investment advisor.
- The firm may have potential conflicts of interest in recommending certain products or services.
- It is important to carefully review any agreements or documents before signing.