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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
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  • Tools & Resources
    • BWS Blog
    • Articles
    • Calculators
    • Tax Resources
  • Contact Us
  • Client Login
    • Wealth Management Website
    • Eagle/NYLife Securities
    • New York Life Account
    • NYLI Investments
    • American Funds
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 select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Heather Bates (CA Insurance License #4186258).

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. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

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. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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