Working with Heather and the Bates Wealth Strategies team has been one of the best decisions I’ve made for my financial future. From the very beginning, they took the time to truly understand my goals, concerns, and values—not just my numbers. The experience is thoughtful, educational, and incredibly empowering.

As a female business owner, I wear a lot of hats and make a lot of decisions—but when it came to financial planning, I knew I needed a trusted guide. Working with Heather and the team at BWS has been an absolute game-changer for both my personal and business finances.

What stood out most to me was how personal and thorough the planning process was and continues to be. Heather didn’t just give me a plan—she gave me clarity and confidence. Whether it was preparing for retirement, managing investments, or ensuring my family’s protection, I felt supported and informed every step of the way.

Thanks to their support and guidance, I feel more confident, in control and now have a financial plan that feels both strategic and deeply aligned with what matters most to me. I can look ahead with peace of mind knowing I’m not just reacting to life—I’m prepared for it.

I wholeheartedly recommend BWS to anyone looking for a truly caring, professional, and forward-thinking financial partner!

-Courtney Klepfer, Business Owner

Working with Heather and her team has helped me become more confident in long term financial planning and if I  have any questions or concerns, I know exactly where to go for help. 

- Nicole Moore, Business Owner

Before working with BWS, I felt very naive. I had no idea what I was doing or what I was invested in and how it all worked and what it meant. And no support or someone to talk with to let me know if what I was invested in was working for me. Now I feel like I have a “PERSON”! Someone who actually talks, recommends, looks out for me, keeps an eye out for me and communicates with me on what we think works best for me and my lifestyle as well as my future.

The biggest difference BWS has made in my financial life is I feel a little at ease now knowing I have a trusted sweet lady (Heather) looking out and taking care of me and my future. Working with Heather and her team has helped me relax knowing my future investments and income is in the best of hands.

If someone was considering financial planning with BWS, I would tell them to take the time to talk with Heather, with BWS and her team, they are knowledgeable, caring and really make you feel very comfortable regardless of how little you know or how much you know about investments. Best thing I've done by far.

-Lisa Vest

I work with a lot of different advisors, and you’re undoubtedly the easiest to work with. It’s a breath of fresh air.

-Michael, Regional Director

I have spent the past 47 years as a financial advisor, retirement planner and insurance agent.  I retired in December of 2024.  At that time I needed to choose someone to be my successor agent and it had to be someone that I knew would take great care of my clients, many of who are also my friends.  I had a number of planners and agents to choose from and I chose Heather Bates and Bates Wealth Strategies.  I also chose Heather to take over my personal planning and financial management. 

Laws and regulations pertaining to taxes and retirement planning change quickly and Heather and her staff are fully prepared to take on the challenge.  We have had several meetings concerning my personal finances and I have come away from each meeting with up-to-date information and recommendations.  I have learned from years of working with clients before and after their retirement that you need a true professional to take over the planning and concerns for you. 

I know that with Heather’s help my wife and family will be in great hands if something were to happen to me.  At each meeting we go through every asset group and discuss any changes that she feels need to be made and with my approval she makes the necessary changes and updates.  Through these meetings and actions I can look forward to a retirement that is secure and well planned.  If you are planning for current needs, future retirement or current retirement I absolutely recommend that you contact Heather to be your partner and financial advisor.

-Gary Fisher, CLU, ChFC     

I've known Heather Bates for years as a dependable friend and community volunteer. Two years ago my husband and I decided to seek Heather's advice in making some retirement savings investment decisions and I'm very glad we did. She has been so helpful, encouraging, transparent and informative, not at all like the previous advisors we had on these accounts who we never saw and only heard from via mass emails. We feel like Bates Wealth Strategies truly has our best interests at heart.

Heather and Lindsay are friendly, accommodating and detail-oriented. Most importantly, I feel like I know them and they know me. If you want more personal service in your financial planning, I highly recommend Bates Wealth Strategies.

-Jan McCauley

*Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.