Who We Are
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.
We believe that today’s complex financial world requires most people to obtain professional advice. We recommend a fundamental approach to investing with sound economic value, leaving fads and exotic investments to others.
Our role in this process, using a team of professional advisers (accountants, attorneys, insurance specialists and trust officers), is to provide the individual with informed choices, having the individual make the decisions.