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.
View Top Employees from Bates Financial Group, Inc.Website | http://www.batesfinancialadvisors.com |
Revenue | $6 million |
Employees | 7 (7 on RocketReach) |
Address | 8437 Northern Ave., Rockford, Illinois 61107, US |
Phone | (815) 332-4020 |
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Industry | Financial Services, Finance General, Investment Management, Finance, Financial Planning |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Bates Financial Group, Inc. annual revenue was $6 million in 2024.
7 people are employed at Bates Financial Group, Inc..
Bates Financial Group, Inc. is based in Rockford, Illinois.
The NAICS codes for Bates Financial Group, Inc. are [523, 52393, 5239, 52].
The SIC codes for Bates Financial Group, Inc. are [628, 62].