Bates Financial Group

Closed
8437 Northern Ave
Rockford, IL 61107

Bates Financial Group Inc. is a well-established financial planning firm in Rockford, Illinois, founded by George E. Bates, who boasts over 50 years of experience in the industry. The firm is committed to helping clients navigate the complexities of the financial world and achieve their financial goals through a collaborative, problem-solving approach.

Believing that sound financial strategies are essential, Bates Financial Group promotes a fundamental investment philosophy that prioritizes proven economic values over trends and fads. Their team of skilled advisors, which includes accountants, attorneys, insurance specialists, and trust officers, empowers clients to make informed decisions regarding their financial futures.

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Barbara A. Lane serves as President of Senior Capital Management, Inc, in Rockford, Illinois. In practice since 1998, Barb is a Financial Advisor - specializing in comprehensive financial services.We help families totally and completely get their "financial house in order, " and keep it that way for the rest of their lives. We create the greatest probability for them to accomplish their goals and make wise choices about their money.Barb began her financial career while working as a Comptroller for 20+ years at the corporate level in the Rockford area. In 1998, she made a decision to begin a personal practice to work individually with clients where she felt she could have more of a personal impact on their lives. Barb believes that an important client/advisor relationship starts with good listening skills as well as attention to detail. Barb has a strong commitment to her clients, acknowledging that her business is about valued partnership and trust, not just a transaction.In her spare time she enjoys volunteering to help the underprivileged and disadvantaged. Barb is also Treasurer of Love In The Name Of Christ, Rockford, IL.A native of Rockford Barb lives with her teenage daughter, Chelsea. She loves music, gardening and vacationing.Investment Advisory Services offered through Brookstone Capital Management located at 1751 S. Naperville Rd, #208, Wheaton IL 60187 630.653.1400 Senior Capital Management, Inc is not an affiliate or subsidiary of Brookstone Capital Management.Senior Capital Management, Inc6050 Brynwood Drive, IL 61114 Rockford Suite 207Phone 815-986-2203
United StatesIllinoisRockfordBates Financial Group

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