This Business Is Not BBB Accredited

Gates Financial Services LLC

Gates Financial Services LLC

(812) 464-2837

Gates Financial Services LLC

13 years in business
125 N Weinbach Ave STE 410
Evansville, IN 47711-6091
Additional Phone Numbers
  • (812) 618-2793
Additional Email Addresses
BBB File Opened: 04/30/2009
Business Started: 01/01/2004
Business Started Locally: 01/01/2004
Business Incorporated: 01/09/2012 in IN
Type of Entity
Limited Liability Corporation
Contact Information
  • Principal: Mr. Gary Gates, Owner/Financial Analyst
  • Ms Leesa Benjamin, Tax Specialist
  • Mr. Bob Boxell, Financial Advisor
Business Category
  • Financial Planning Consultants
  • Insurance - Life
  • Insurance - Long Term Care
  • Investment Management
  • Educational Consultants
  • Taxes - Consultants & Representatives

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.
Alternate Business Names
  • Gates Investment Advisors LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.


BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:
This business is not currently rated. BBB does not have sufficient information to issue a rating for this business.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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BBB reports on known significant government actions involving the business's marketplace conduct.

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Gates Financial Services LLC


Gates Financial Services LLC

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