BBB Accredited Business since 05/04/2009
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A BBB Accredited Business since 05/04/2009
BBB has determined that Gates Financial Services LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised Gates Financial Services LLC's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Gates Financial Services LLC
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0 Customer Reviews|
Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Type of Entity
Limited Liability Corporation
Contact InformationPrincipal: Mr. Gary Gates (Owner/Financial Analyst)Ms Leesa Benjamin (Tax Specialist)Mr. Bob Boxell (Financial Advisor)
Financial Consultants, Long Term Care Insurance Companies, Tax Consultants, Life Insurance Companies, Educational Consultants, Investment Management
Products & Services
Gates Financial Services offers insurance, tax services and financial services. Services include:
Advice On all investments including 401k's, 403b's, annuities and individual investments.
Fees are charged on accounts we actively manage. We do not bill for money in current qualified retirement plans.
Each client portfolio is designed based on individual goals and objectives.
Active tax management is embedded directly into our plan creation and reporting.
We want our clients to understand what they have, where it is, why it is there, and how it has performed.
We report the important information on all accounts in an uncomplicated format.
We believe tax diversification can help enhance a client's overall investment plan.
We are not influenced by commissions, in house products, or corporate earning goals.