Welcome

At Estate Strategies, a Holmes Group Company, our mission is to create, manage and sustain financial well-being, value and security for our clients. With over 50 years of combined experience in the financial and estate planning field, we provide custom financial plans to individuals, families, professionals and business owners.

We offer superior service, personalized attention and the integrity that only a boutique firm can provide. We pride ourselves on building lasting relationships with our clients and serving as trusted advisors.

To learn more about our entire range of financial and estate planning products and services, including insurance and investment strategies, please contact us to arrange a personal consultation.
Friday, September 3, 2010
Securities and Investment Advisory services offered through Hornor, Townsend, & Kent, Inc., (HTK), a Registered Investment Advisor. Member FINRA / SIPC . Fee-based planning services are offered through Estate Strategies, Inc., A Registered Investment Advisor with the Commonwealth of Pennsylvania and the state of New Jersey 600 Dresher Road, Horsham, PA 19044,  (215) 957-7300 . Estate Strategies, Inc. is independent of HTK.
 
Our representatives are licensed to offer securities and insurance based products in the states of Pennsylvania (PA) and New Jersey (NJ), in addition to other states.  For additional licensing information please contact us at the number listed above. Not an offer or solicitation in any state where not properly licensed and/or registered.

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