Bates Financial Advisors, Inc. - Rockford, Illinois

Address: 8437 Northern Ave, Rockford, IL 61107.
Phone: 53324020.
Website: batesfinancialadvisors.com
Specialties: Financial consultant, Financial planner, Insurance agency.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bates Financial Advisors, Inc.

Bates Financial Advisors, Inc. 8437 Northern Ave, Rockford, IL 61107

⏰ Open Hours of Bates Financial Advisors, Inc.

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Bates Financial Advisors, Inc.: A Comprehensive Overview

Bates Financial Advisors, Inc. is a leading financial consulting firm located at 8437 Northern Ave, Rockford, IL 61107. Established with a vision to provide exceptional financial planning services, this company has been serving clients with dedication and professionalism. They can be contacted via phone at 53324020 or by visiting their website at batesfinancialadvisors.com.

Specialties and Services

  • Financial consultant
  • Financial planner
  • Insurance agency

The company specializes in offering tailored financial solutions to meet the unique needs of each client. Their expertise spans across various areas, including investment planning, retirement planning, and insurance services. The team at Bates Financial Advisors, Inc. works closely with clients to understand their financial goals and develop comprehensive strategies to achieve them.

Accessibility and Convenience

To ensure accessibility for all clients, the firm provides a wheelchair accessible entrance, parking lot, and restroom. It is recommended to schedule an appointment prior to visiting the office to ensure a personalized experience. Appointments can be easily made through their website or by calling their customer service.

Customer Reviews and Testimonials

The company has garnered a strong reputation among its clientele, as evident from their 2 reviews on Google My Business. The average opinion rating is an impressive 5/5. Clients have praised the company for its exceptional service, personable staff, and excellent financial planning and advisory services. Reviews highlight that the team takes the time to understand each client's unique situation and provides customized solutions to meet their needs.

Final Recommendation

👍 Reviews of Bates Financial Advisors, Inc.

Bates Financial Advisors, Inc. - Rockford, Illinois
Teresa H.
5/5

These are the nicest people I've ever dealt with they're personable they take time to take your call

Bates Financial Advisors, Inc. - Rockford, Illinois
ROBERT S.
5/5

Excellent financial planning and advisors.

Go up