Our Team

The Gus Bates Financial Services team is a carefully curated family with substantial expertise in specific areas of financial specialization such as investment advice, retirement planning, and wealth management. We also provide life insurance and Medicare and Social Security guidance.

Our solutions are focused on you with recommendations that put you in control of your financial future.

Our Culture

Our company culture was built upon servant leadership, a tradition we are proud to continue through community involvement and a dedication to excellent client service. Learn more about the professionals who will serve you at Gus Bates, and reach out when you’re ready to meet us.

Meet Your Investment Advisor, Financial Planner, and the Rest of Your Team

Let’s get to know each other so we can help you build the right team for your financial goals and unique needs. See all our services and schedule your consultation today. Let’s talk.