Founders Financial Securities

At Estabrook & Co., we take pride in being a full-service CPA and Wealth Management firm dedicated to providing personalized, quality services that exceed our clients' expectations. Our mission is to positively impact the lives of those we serve through trusted relationships, professional, independent, and selfless leadership.

Our Story

With a rich history of over 20 years, our firm has grown and evolved to meet the changing needs of our clients. Our experienced team of professionals has expertise in tax preparation, bookkeeping, investment, and wealth management services. We believe that each client has unique financial circumstances, and our services are tailored to address their specific needs.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. These services include:

Tax Services

• Tax preparation and planning
• Tax planning and consulting
• IRS assistance

Accounting and Bookkeeping

• Financial statement preparation
• Budgeting and forecasting
• Cash flow management
• Auditing and assurance services

Wealth Management

• Investment planning and management
• Retirement planning
• Estate planning
• College planning
• (401k) planning
• Life insurance planning

About Our Team

Led by our founder, Jay Estabrook, CPA, our team consists of experienced professionals with a passion for helping individuals and businesses achieve their financial goals. Our team members are highly qualified and dedicated to providing exceptional service to our clients.

Meet Our Team

• Jay Estabrook, CPA - President
• 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
• BillieJo Monk - Financial Analyst
• Sue May - Wealth Management Professional
• Molly Harrison - Receptionist
• Dawn Kress - Assistant Manager, Bookkeeping
• Betsy McComas - Bookkeeper

Our Mission

Our mission is to provide trusted relationships, professional, independent, and selfless leadership to our clients. We strive to exceed our clients' expectations through personalized, quality services that address their unique financial needs.