Doug Bates, Financial Advisor located in Westerville, OH

Financial Advisor
Doug P Bates

574 W Schrock Road, Westerville, OH 43081opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Values and Faith Based Investing
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Not-for-profit Organizations
  • Portfolio Reviews

Team Members

  • Kaitlin Sherman Moore
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(614) 882-6211

Fax

(800) 322-0713

Office Address

574 W Schrock Road
Westerville, OH 43081opens in a new window

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