Founders Financial Securities

At Estabrook & Co., we believe that every individual and business deserves personalized, high-quality financial services that exceed their expectations. Our team of dedicated professionals is committed to providing comprehensive wealth management, tax preparation, and accounting services to individuals and businesses in the United States.

Our Mission

Our mission is to positively impact the lives of all those we serve by providing trusted relationships, expert financial guidance, and personalized solutions that cater to the unique financial needs of our clients. As servant-leaders, we strive to lead our clients through the complexities of wealth management, taxation, and financial planning with integrity, expertise, and compassion.

Our Services

At Estabrook & Co., we offer a wide range of services designed to help individuals and businesses achieve their financial goals. Our services include:

• Wealth Management: Comprehensive financial planning and investment management to help you prepare for retirement and achieve long-term financial security.
• Accounting/Bookkeeping: Accurate and timely financial record-keeping and accounting services tailored to your business needs.
• Tax Services: Expert tax preparation and planning services to help you minimize your tax liability and maximize your financial return.

Our Team

Our team of professionals is dedicated to providing exceptional service and expertise to our clients. Our team members have years of experience in the financial services industry and have earned various certifications and designations. We are committed to staying up-to-date with the latest industry developments and best practices to ensure that our clients receive the highest level of service and expertise.

Our Founders

Our founders, Jay Estabrook, CPA and his wife, Ann-Marie Estabrook, have a deep passion for helping individuals and businesses achieve their financial goals. Jay is a certified public accountant with extensive experience in taxation, financial planning, and wealth management. Ann-Marie brings her expertise in accounting, bookkeeping, and financial analysis to the table. Together, they have built a team of dedicated professionals who share their vision of providing exceptional financial services to individuals and businesses.

Meet Our Team Members

Our team is comprised of experienced professionals who are dedicated to providing exceptional service and expertise to our clients. Meet our team members:

• Nathan Estabrook, EA, Tax Advisor & Financial Advisor
• Beth Estabrook, Financial Advisor
• Allan Randall, EA, Tax Advisor & Financial Advisor
• BillieJo Monk, Financial Analyst
• Tina Galloway, EA, Tax Advisor
• David Estabrook, Tax Assistant
• Sue May, Wealth Management Professional Administrator
• Molly Harrison, Receptionist
• Dawn Kress, Assistant Manager, Bookkeeping