Bates Financial Group, Inc. is one of the oldest and most experienced financial planning firms in the area. Our founder, George E. Bates, brings over 50 years of experience and expertise in the financial planning and investments industry. Helping our clients achieve their financial goals, such as their desired retirement income, leaving an estate for their family or favorite charity, minimizing their income taxes, or realizing their life’s dreams, are of the utmost importance to us. We focus on building a trusting relationship with them and seek to provide for them disciplined, innovative, and forward thinking investment strategies that are consistent with our investment beliefs.
