Brie Reyes [ChFEBC℠]
2501 Parkview Dr
Suite 228
Fort Worth, TX 76102
Original Certificate Date: 1/27/2017
ChFEBC℠ Number: R106FB944
Organization: Estes Financial Services Inc.
Phone: 817-444-8402
Fax: 817-444-1351
Email: brie.reyes@estesfinancial.net
Website: www.estesfinancial.net
States Currently Licensed: TX
State Insurance License #: 1239778
CRD#: 4858075
CFP#: 181560
Primary Insurance: As an independent financial advisor, I have the freedom to work with almost any insurance company to find the best fit for my client’s annuity, life insurance, disability insurance, long-term care and other insurance needs
Primary Investment: Estes Financial Services provides our clients with a unique investment program based on Nobel Prize winning academics, using a broadly diversified asset allocation approach. We work with you to develop an individualized asset allocation strategy that balances your return objectives with your tolerance for investment risk
Services: Comprehensive federal benefit and retirement planning, FERS & CSRS pension calculations, pension survivor benefits calculations, social security & supplement calculations, tax planning, TSP strategies, FEGLI planning, and long term care planning