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Over 50 years of experience in helping clients achieve their financial goals.

Building

We believe that financial planning is a process, not an event.

Waterfall

We take a problem-solving approach to each client.
 

Who We Are

Who We Are

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.
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Our Philosophy

Our Philosophy
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.
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Our Approach

Our Approach
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.
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Important Resources

  • Privacy Notice
  • ADV
  • Firm background on FINRA's BrokerCheck
  • Supplemental Disclosure
  • Form CRS

Main Location

8437 Northern Avenue
Rockford, Illinois
(815) 332-4020

Quincy Location

1903 Jefferson Street
Quincy, Illinois
(217) 224-1707
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