Estes Wealth Strategies' advisors provide customized financial planning and wealth management services for individuals and families and manage employee retirement plans and institutional assets for organizations.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Estes Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

This site is published for residents of the United States only. Raymond James financial advisors 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 or availability.

Links are provided for information purposes only. Raymond James and Estes Wealth Strategies are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James and Estes Wealth Strategies are not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Certified Financial Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM, 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.