Aaron Bates Email & Phone Number
Investment and Financial Advisor @ Whitcomb & Hess CPAs & Financial Advisors
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Aaron Bates Location
- Ashland, OH, US
Aaron Bates Work
- 2004 -now Investment and Financial Advisor @
- 2003 -2004 Trainee Agent @
- 1999 -2003 Distric Sales Rep. @ AgriGold/AgReliant Genetics
Aaron Bates Education
- The Ohio State University
BS (Agricultural Engineering)
1995-1999
Aaron Bates Skills
- Strategic Financial Planning
- Wealth Management
- Estate Planning
- Investment Strategies
- Investment Selection
- Retirement
- 401k Rollovers
- 401k
- Rollovers
- Mutual Funds
- Simple IRA
- 529 Plans
- Roth IRA
- College Savings Plans
- Term Life Insurance
- Disability Insurance
- Financial Reporting
- Project Management
- Microsoft Excel
- Financial Analysis
- Teamwork
- Marketing
Aaron Bates Summary
- Aaron Bates, based in Ashland, OH, US, is currently a Investment and Financial Advisor at Whitcomb & Hess, Inc.. Aaron Bates brings experience from previous roles at State Farm Insurance and AgriGold/AgReliant Genetics. Aaron Bates holds a 1995 - 1999 BS in Agricultural Engineering @ The Ohio State University. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Estate Planning, Investment Strategies, Investment Selection and more. Aaron Bates has 2 emails and 1 mobile phone numbers on RocketReach.
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