- 10 Gerard Ave Suite 305, Timonium, MD 21093
- Info@estabrookco.com
Wealth Management
Financial / Retirement Planning
- Integrity — We are dedicated to keeping our promises to you. We believe that our collective wisdom is stronger than any one of us, consequently we meet every week to discuss economic changes, investments, technology enhancements, and accountability.
- Compassion — We understand that most people fear discussing major financial decisions. By explaining what seems complicated and confusing, we help remove those fears and aid you in achieving your goals.
- Leadership — We are confident that by listening and discovering what matters most to you, we can confidently create a financial path towards achieving your specific goals.
Comprehensive vs Investment Plan
- Retirement plan
- Investment proposal and risk analysis, annual review of investment accounts and online access
- Estate planning documents such as a Last Will and Testament and a Living Will (Healthcare Directive)
- Legacy planning
- Insurance review
- College planning
- Debt planning
- An investment proposal and risk analysis
- Annual review of your investment accounts
- Online access to a live feed reflecting your total net worth
- Change of job
- Change of marital status
- An employer (401k or 403b) plan eligible for rollover
- Having kids and planning for college costs
- Calculating how much to save each month for retirement
Value Proposition
Relationship
Reflective of our core values, we want to learn what is most important to you-what keeps you up at night, what worries you-so that we can address your concerns and give you the peace of mind you deserve. By placing ourselves in your shoes, we can make recommendations based upon what we would want for ourselves. Our simple guide is to operate by the Golden Rule. That is of paramount importance at Estabrook & Co.
Knowledge
We offer you our experience in investments and tax planning.
Availability
When you call Estabrook & Co., you will not be transferred to a call center.
You will be cared for by a representative who you know and trust. When you pick up the phone, we will answer.
Due Diligence / Commitment
We are committed to active investment management, consistent review of your portfolio, and determining where the threats or opportunities exist.
Ongoing Communication
We review investments and provide you with quarterly updates on geo-political matters, global market economics and the impact they are having on you. We will meet with you annually, at no additional charge, in order to determine if anything has changed, as we continually pursue ways to help you.
Relationship
Reflective of our core values, we want to learn what is most important to you-what keeps you up at night, what worries you-so that we can address your concerns and give you the peace of mind you deserve. By placing ourselves in your shoes, we can make recommendations based upon what we would want for ourselves. Our simple guide is to operate by the Golden Rule. That is of paramount importance at Estabrook & Co.
Knowledge
We offer you our experience in investments and tax planning.
Availability
When you call Estabrook & Co., you will not be transferred to a call center. You will be cared for by a representative who you know and trust. When you pick up the phone, we will answer.
Due Diligence / Commitment
We are committed to active investment management, consistent review of your portfolio, and determining where the threats or opportunities exist
Ongoing Communication
We review investments and provide you with quarterly updates on geo-political matters, global market economics and the impact they are having on you. We will meet with you annually, at no additional charge, in order to determine if anything has changed, as we continually pursue ways to help you.
Other Services
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Years Experience
Happy Customers
Financial Advisors
Our Services
Meet The Team
Jay Estabrook Incorporating retirement planning and investment management into his tax business has proven to be a valuable resource to our clients. This holistic approach provides the critical and timely information that families need most when making major financial decisions. Prior to founding Estabrook and Company in, Jay Estabrook served as the Chief Financial officer for a Regional Telecommunications company. He was responsible for developing and implementing their financial and customer service data systems, as well as overseeing all accounting and treasury functions. He was also involved in assisting them with going public. Mr. Estabrook is a Certified Public Accountant and holds a Bachelor’s of Accounting and Finance degree from the University of Maine. He also holds a master’s degree in accounting from Kansas State University and a Masters in Tax from Bentley College. He has a Theology degree from Maryland Bible Seminary in Baltimore Maryland and is an Investment Advisor Representative through Founders Financial Securities, LLC. Check the background of this investment professional on FINRA’s BrokerCheck.
Jay Estabrook
Financial Advisor
Nathan is our Vice President and Registered Representative. He holds a Series 7 license and an Insurance license. He graduated with a bachelor’s degree from Villa Julie College and has over 20 years of experience in Accounting, Tax preparation and Financial Planning. Nathan specializes in tax preparation both personal and business. He works as part of the financial services team creating and presenting financial plans. In his spare time, he enjoys spending time with his family. Check the background of this investment professional on FINRA’s BrokerCheck.
Nathan Estabrook
Financial Advisor
Allan joined Estabrook & Company in the beginning of 2015. Allan is a tax accountant and a financial advisor. He holds a Series 7 license and specializes in tax and retirement planning. Allan graduated from Towson University in 2011 with a degree in Business Administration with a focus in Management. Allan has a diverse sales/management background having worked as an Account Representative at Ripken Baseball and Randstad Technologies where he worked in sales and recruiting. When he isn’t in the office, Allan loves spending time with his wife, Emily and their four children, Paisley, Isabella, Savannah, and Charlie. Check the background of this investment professional on FINRA’s BrokerCheck.
Allan Randall
Financial Advisor
Beth has been serving in the Financial Services Department at Estabrook & Company since 2008 as a licensed Series 7 and Series 66 Investment Advisor, as well as a licensed Life, Health, Accident, Property & Casualty Insurance Agent. She graduated from Towson University with a bachelor’s degree in Finance and an associate degree in Accounting. Beth supports families and business owners with financial, retirement, and college planning, as well as debt management, investment portfolio construction, research and ongoing wealth management. She also assists Jay Estabrook, Nathan Estabrook, Allan Randall and BillieJo Monk in serving Financial Services clients. Beth upholds investment disciplines in the department such as active management, modern diversification, risk mitigation and holistic financial planning. She lives in Pennsylvania with Nathan and their two sons, Caleb and Connor. She loves traveling to Florida to see her parents and spending time on the beach! Check the background of this investment professional on FINRA’s BrokerCheck.
Beth Estabrook
Financial Advisor
BillieJo joined Estabrook & Company in 2012. She holds a Life Insurance license and is currently completing her Series 7 license. BillieJo works in the Financial Services department at Estabrook & Company and focuses on client account management, financial plan design, client annual reviews and fund transfers. Before her switch to the financial world, BillieJo worked as a chemist for 15 years. She graduated Summa Cum Laude from Shippensburg University of Pennsylvania with a bachelor’s degree in Chemistry. BillieJo lives in Pennsylvania with her husband and 2 daughters.
BillieJo Monk
Financial Analyst
Sue May is new at Estabrook & Company. A graduate of Anna Maria College, she spent 40-plus years in the Graphic Arts industry. In addition to her work in graphic design, Sue also functioned as a copywriter and an editor, and helped to establish and run a print shop for a non-profit organization. ASL (American Sign Language) is one of Sue’s passions, and she serves as a volunteer interpreter on a weekly basis. When vacationing with her husband Bruce, Sue loves hiking the many trails of Acadia National Park, exploring Bar Harbor, catching the sunsets on Cadillac Mountain, and returning to the cabin with a good book.
Sue May
Wealth Management Professional Administrator