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Disclosure

Heather Bates is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4186258), CO, FL, GA, IA, IL, LA, MD, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Heather Bates is licensed and authorized to offer insurance in California, but BATES WEALTH STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

Heather Bates is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 W Calvert St Unit A, Troup, TX, 75789, 903-594-4897. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, LA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Heather Bates is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, FL, GA, IL, LA, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

BATES WEALTH STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither BATES WEALTH STRATEGIES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
BWS w gold
  • About Us
    • Meet Our Team
    • BWS Preferred Strategic Alliances
    • BWS Community Involvement
    • About Eagle Strategies
  • How We Help
    • Planning Strategies
    • The BWS Way
    • Client Testimonials
    • Women at the Heart of BWS
      • Women at the Heart of BWS
      • Divorce Financial Planning
      • Widowhood Financial Planning
      • Female Business Owner Financial Planning
  • Tools & Resources
    • Articles
    • Calculators
    • Tax Resources
  • Contact Us
  • Client Login
    • Wealth Management Website
    • Eagle/NYLife Securities
    • New York Life Account
    • NYLI Investments
    • American Funds

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