Reece Bates-Financial Advisor at Equitable Advisors

Reece Bates-Financial Advisor at Equitable Advisors Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind.

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accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Curious about making your money work harder? Discover the power of compound interest, a simple yet effective way to grow...
10/01/2025

Curious about making your money work harder? Discover the power of compound interest, a simple yet effective way to grow your investments over time. Whether you're new to investing or seeking to enhance your financial knowledge, this video is full of valuable tips and examples to get you started. Watch this video and help begin your journey to a prosperous financial future. https://equitable.com/perspectives/planning/2025/compound-interest?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=MS_0825_BTS_2025&utm_content=Compound_Interest

Are you saving for your children's future education? While a traditional college savings plan is a popular option, sever...
12/07/2024

Are you saving for your children's future education? While a traditional college savings plan is a popular option, several other account types can be used to save for children and grandchildren. By reading this article, learn more about these options and find the best fit for your family's unique goals. Take advantage of the opportunity to save smart and prepare for your family's future. Click the link to read more!
https://eqtble.co/42ISi1j

10/23/2024

Did you know you can supercharge your retirement savings? Learn all about catch-up contributions and how to make the most of them. Boost your retirement planning today. Let’s evaluate your plan to make the most of your hard-earned money and secure a brighter tomorrow, contact me today.

Learn about catch-up contributions and how they can help boost your retirement planning.

Start planning for retirement now to help secure your financial freedom in the future. Learn how you can maximize your s...
10/09/2024

Start planning for retirement now to help secure your financial freedom in the future. Learn how you can maximize your savings by contributing to your retirement plan consistently. Learn more.

The earlier you can connect with a financial professional, the sooner you can start your journey towards financial freedom.

Educators, secure your future now. It's never too early to plan for retirement. Check out the article "Getting an early ...
09/25/2024

Educators, secure your future now. It's never too early to plan for retirement. Check out the article "Getting an early start" for valuable insights on how to start your retirement planning journey today. For personalized guidance, contact me today. I'm here to help you make the most of your retirement planning.

By getting an early start on saving for retirement with an Equitable 403(b) plan, you could pay less in taxes and save more over time.

We are proud to announce Equitable has been the  #1 403(b) plan provider for K-12 public school employees for 10 consecu...
07/09/2024

We are proud to announce Equitable has been the #1 403(b) plan provider for K-12 public school employees for 10 consecutive years. Learn more about what makes Equitable #1

Join other educators and work with Equitable on a retirement plan that balances your teacher’s pension and 403(b) plan to provide the retirement income you need.

WHY EQUITABLE ADVISORS?"I’m able to build my business the way I want to, build my own brand, with my own team." - Nasha ...
06/26/2024

WHY EQUITABLE ADVISORS?
"I’m able to build my business the way I want to, build my own brand, with my own team." - Nasha Knowles
Hear why Nasha chose the Equitable Advisors' supported independence model.

Freedom. Flexibility. Support. Nasha Knowles chose Equitable Advisors so she can focus on her clients and grow her practice the way that she wants. Hear why ...

WHY EQUITABLE ADVISORS?"We are uniquely positioned to help our clients see their goals through, which is really exciting...
03/13/2024

WHY EQUITABLE ADVISORS?
"We are uniquely positioned to help our clients see their goals through, which is really exciting." - Shannon Maguire
Hear why Shannon chose this career, what the role really is, and how she’s thriving as part of an elite team.

What’s a day in the life of a Financial Professional look like? It may be different than you think! It’s not so much about math as it is building relationshi...

If you feel uncertain about investing in a 403(b) plan, I can help you feel more confident. Learn more in our white pape...
02/21/2024

If you feel uncertain about investing in a 403(b) plan, I can help you feel more confident. Learn more in our white paper, Value of the Advisor, and let’s discuss a savings strategy. https://eqtble.co/3GSeAFO

Taxes can significantly impact your withdrawals from tax-deferred savings. With asset location strategies built into you...
02/12/2024

Taxes can significantly impact your withdrawals from tax-deferred savings. With asset location strategies built into your financial plans you can help manage taxes potentially increase your retirement income. Contact me for more information.

Taxes may significantly impact your retirement. Learn how 401k's, life insurance, IRA's, annuities, 403b's and other retirement products can be allocated to help reduce taxes.

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350 Essjay Road Suite 300
Buffalo, NY
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