BATES FINANCIAL SERVICES, INC.
TAVARES, FLORIDA

Bates Financial Services, Inc. is a Florida-based financial advisory firm founded by Gilda Bates, who brings over two decades of expertise from her career in banking and finance to the insurance industry. With a focus on fostering strong personal relationships with clients, Gilda aims to educate them while developing safe solutions for asset growth, protection, and retirement planning. The company prides itself on offering comprehensive and cost-effective financial plans, tailored to meet individual client needs. Bates Financial Services is incorporated in Lake County, FL, under the filing number P01000117907 as a Domestic Professional Corporation (DOMP). It was established on December 12, 2001. The company maintains its mailing address at 15950 Splendid Oaks Ln, Tavares, FL, 32778, and can be reached via phone at (804) 525-9354 or (866) 234-0675. Additional client service information is available on their website at batesfinancialservices.com. The latest annual report was filed in February 2024 for the year 2024, with a Federal Employer Identification Number of 223849103. Leadership within the company includes Henry M Bates as President and Carolyn C Bates as Vice President. Clients have consistently praised Gilda's professionalism and approachability, highlighting her ability to provide clear guidance and support tailored to their financial goals. Bates Financial Services underscores the importance of personal interaction by encouraging clients to reach out for detailed consultations via phone or in-person appointments.