Bates & Co
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Bates & Co, based in Orlando, boasts over 120 years of combined experience in retirement plan administration, dedicated to delivering exceptional professional expertise and customer service. The team prides itself on its ability to efficiently handle complex issues while designing and administering retirement programs tailored to meet the specific needs of businesses.
With a clientele primarily located in Central Florida, Bates & Co serves a diverse range of clients, including medical professionals, lawyers, accountants, and small to mid-sized companies. Their focus on personalized attention ensures that clients benefit from dedicated Account Managers who provide ongoing support and build long-term relationships.
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