Who We Are
Gus Bates Financial Services is a Fort Worth-based financial advisor firm that creates customized insurance and investment strategies for businesses and individuals. Since 1966, Gus Bates has remained committed to cultivating lasting client relationships through a truly different approach to financial well-being.
At Gus Bates Financial Services, we have a lifetime invested in Fort Worth, in our community, and in you. We live by the words of our founder, “Don’t tell me how much you know, show me how much you care.”
What We Do
Gus Bates Financial Services’ client relationship begins with an assessment of your personal and/or business financial well-being. It is our chance to get to know you and for you to get to know us.
Set up a complimentary consultation, and let’s talk about your needs and concerns.
We’ll assess your needs and develop customized recommendations.
You decide which solutions are right for you. We’ll answer any questions you may have and make sure you understand why we’ve chosen your recommendations, and what happens next.
We’ll shake hands and get started implementing the solutions you’ve chosen.
Review and make changes as needed
Learn more about the insurance and financial products we offer, then set up your consultation to see what we can do for you.
Who We Serve
At Gus Bates Financial Services, our clients come from all walks of life and have unique financial planning, investment, and insurance needs. Our company was built on building long-term relationships with our clients based on mutual trust and transparency.
Solutions We Offer
In every stage of life and for every need, protect your business and those who are most important to you with trusted financial and insurance advice and management from the professionals at Gus Bates Financial Services.
Insurance products for businesses and individuals, including life insurance, long-term care, disability care, and security for those you love.
Wealth management, financial planning and investment services that include retirement funds and college funds to secure your future – and theirs.
Medicare supplements and solutions to make sure your medical needs are taken care of.
Annuities to fund your retirement plans so you can enjoy yourself, with the peace of mind that comes from true financial freedom.
We Aim to Be More Than Your Financial Advisor
Our founder, Gus Bates, saw a need to provide sound advice and management services to help his clients build and protect wealth. Our goal is to continue to build that legacy for years to come. We look forward to getting to know our clients, offering our expertise and personal attention to make sure we’re staying true to the Gus Bates reputation.
