Holly Estes, Financial Advisor located in Great Falls, MT

Financial Advisor
Holly D Estes

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

Focus Areas

  • Intergenerational Planning
  • Charitable Giving
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Women Investors

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

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

Team Members

  • Lisa Wallace-Strunk
    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 - 02:00PM
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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