Estes Financial Services

Financial planner in Fort Worth, TX (show on map)

5.0

★★★★★

3 reviews

Fee-based investment advisory firm serving retirement planning and wealth management needs for high net worth individuals, company retirement plans, and trusts.

Call (817) 444-8402

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About

Estes Financial Services, Inc. is a Registered Investment Advisor firm serving clients' retirement planning and wealth management needs. Estes Financial offers fee-based investment advisory services for client accounts, including high net worth individuals, company retirement plans and trusts.

Fee-based investment advisory services

Specialized knowledge in federal benefits (ChFEBC)

Broadly diversified asset allocation approach

Services

Investment Advisory Services

Fee-based investment advisory services for retirement planning and wealth management, serving high net worth individuals, company retirement plans, and trusts.

Fee-based Retirement planning Wealth management High net worth individuals Company retirement plans Trusts

Credentials & Certifications

ChFEBC

Since Provided by Tim Estes & Brie Reyes

CFP®

Since Brie Reyes

CDFA

Since Brie Reyes

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the ChFEBC designation? +

Chartered Federal Employee Benefits Consultant, indicating specialized knowledge in CSRS, FERS, Thrift Savings Plan, FEGLI, and other federal benefits for federal employees.

Why should federal employees work with a ChFEBC? +

ChFEBCs have intensive training in federal benefits, ethical standards, and ongoing education, ensuring they understand unique federal employee financial needs.