Estabrook & Co
Latest  News

Thank You!!:  The 2016 year was a great success thanks to all of you! Please remember that the time to really save taxes is right now! Call us and let us show you how to shave thousands off your tax bill!

LIVING PLAN 365- This is a Game Changer! See what this planning software can do to help secure you and your family's financial security! Call Now for a free install and training. Come in for year end investment and Tax saving strategies. Call 410-444-0002 to get a planning appointment or to get Living Plan 365 up and going for you!   


REFERRALS WELCOME
Each year our business grows because valued clients like you refer friends and family to us.

 
Useful  Information

 Tax Payment and Due  Dates

  • January 15, 2017- 4th Quarter Estimates for 2016
  • March 15, 2017- All Business returns are due or must be extended.
  • April 15, 2017- All Personal returns due and 1st QTR Estimates
  • June 15, 2017- 2nd QTR Estimates due
  • September 15, 2017- All Business returns due
  • Sept 15, 2017- 3rd QTR estimate due
  • October 15, 2017- All Personal returns due
  • January 15, 2017- 4th QTR estimate due

IRS Forms

Financial/Retirement Planning

Financial and Retirement planning for Business, Personal and Family

Jay Estabrook has a Series 7 Brokers license and Series 66 advisors license and is a Investment Advisor Representative with Founders Financial Securities, LLC.

Jay specializes in helping his clients prepare for their retirement years by providing financial planning including investments, life insurance, annuities and access to professional money management. Estabrook and Company has the expertise to develop and implement the retirement plan that most benefits you and your family or business. We lead you through the process step by step making the whole experience totally painless and informative.

Assisting Jay is Nathan Estabrook and Beth Estabrook who specialize in financial planning and investment portfolio research. Nathan and Beth each hold a Series 7 Brokers license and Life Insurance license.

Our Process:

Financial and retirement planning is a continuous process that involves a partnership between ourselves and our clients dedicated to accomplishing of our client’s goals. It is a not a one time shot or a one product fits all strategy, but rather a journey that we take together through systematic reviews and meetings leading to a successful and predictable outcome.

Our investment strategy:

Recognizing that each client is unique and their goals and dreams diverse, our investment strategy will vary based on each client’s needs, risk tolerance and time frame; however every strategy will incorporate certain fundamentals that include diversification, active management, and predictable returns incorporating risk management strategies to reduce uncertainty.

We Do It Well


Looking Forward



If you have any questions about our Financial/Retirement Planning services, email Beth at beth@estabrookco.com or Jay at jay@estabrookco.com.