Estate Strategies Inc.
www.esiholmes.comAt Estate Strategies Inc., a Holmes Group Company, our mission is to create, manage and sustain financial well-being, value, and security for our clients. With over 75 years of combined experience in the financial and estate planning field, we provide custom solutions to individuals, families, professionals, and business owners. We take an "a la carte" approach to financial planning. We realize that not everyone who walks through our door wants or needs the same advice. Yes, some folks are looking for a full-blown comprehensive financial plan, but others may just need help to secure some life insurance or looking for investment advice on an old 401k. No matter what advice you seek, we are here to help. Through MyBridge, our online wealth management platform, our clients are now able to view and interact with their entire financial world on one secure site. We offer superior service, personalized attention, and integrity that only a boutique firm can provide. We pride ourselves on building lasting relationships with our clients and serving as trusted advisors. -- LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. Estate Strategies, Inc. and 1847Financial are unaffiliated with HTK. 4930251RLB_Sep24
Read moreAt Estate Strategies Inc., a Holmes Group Company, our mission is to create, manage and sustain financial well-being, value, and security for our clients. With over 75 years of combined experience in the financial and estate planning field, we provide custom solutions to individuals, families, professionals, and business owners. We take an "a la carte" approach to financial planning. We realize that not everyone who walks through our door wants or needs the same advice. Yes, some folks are looking for a full-blown comprehensive financial plan, but others may just need help to secure some life insurance or looking for investment advice on an old 401k. No matter what advice you seek, we are here to help. Through MyBridge, our online wealth management platform, our clients are now able to view and interact with their entire financial world on one secure site. We offer superior service, personalized attention, and integrity that only a boutique firm can provide. We pride ourselves on building lasting relationships with our clients and serving as trusted advisors. -- LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. Estate Strategies, Inc. and 1847Financial are unaffiliated with HTK. 4930251RLB_Sep24
Read moreCountry
State
Pennsylvania
City (Headquarters)
Wayne
Employees
1-10
Founded
1971
Estimated Revenue
$1,000,000 to $5,000,000
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Managing Partner
Email ****** @****.comPhone (***) ****-****Managing Partner
Email ****** @****.comPhone (***) ****-****Director Marketing and Operations
Email ****** @****.comPhone (***) ****-****Estate Planning
Email ****** @****.comPhone (***) ****-****
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