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portrait of Holly D Estes
FINANCIAL ADVISOR

Holly D Estes

CFP®
2415 13th Ave S, Great Falls, MT 59405opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Holly

My name is Holly Estes.

I currently live in Great Falls with my husband and two young children. Between their activities, school, church and community events, we joke that "we have never been more happy to be more tired." But despite the tired, we are enjoying our current life stage, and value our community and family. I believe it is from those values that I have grown my practice here in Great Falls, helping us to focus on your family, your goals and what is more important to you. I strongly believe that the best advice is derived from an informed,...

Focus Areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Liberty UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Cycling

Team Members

  • Amy Theisen
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(406) 315-1389

Fax

(866) 462-7512

Office Address

2415 13th Ave S
Great Falls, MT 59405opens in a new window

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