Bates Financial, located in Columbus, OH, is a trusted financial planning firm that believes in providing thoughtful and sound financial advice to help clients achieve their goals of financial freedom, peace of mind, and a secure future. With over 36 years of experience, Thomas R. Bates, CFP, LLC, the wealth management adviser and investment coach, specializes in managing assets, retirement portfolios, life insurance, safe money investments, pension planning, group health plan design, and life insurance review.
At Bates Financial, clients are empowered to make informed decisions about their investments, as the firm believes in personalized financial planning rather than cookie-cutter plans. Offering services to residents of multiple states, Bates Financial is committed to providing exceptional service and helping clients navigate the complexities of financial planning.
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