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Joe Bates, Financial Advisor

FINANCIAL ADVISOR
Joe Bates

9127 W Union Hills Dr, Suite 303, Peoria, AZ 85382opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Special Needs Financial Considerations

About Joe

I was born and raised in Peoria. After graduating from Sunrise Mountain High School, I attended Arizona State University where I received a Bachelor of Science degree and married my high school sweetheart, Victoria. Together, we have six children. Our family has been blessed by many children through birth, foster care and adoption. We remain active in serving in organizations to support children and foster/adoption/kinship families in our community. We are active members in our church and very involved in school activities for our kids.

I have enjoyed working at Edward Jones since July of 2011. Through the years, I have...

Work History

  • Edward JonesJuly 2011 to Current

Education

  • Arizona State UniversityBachelor of Science

Personal Interests

  • Racquetball
  • Spending Time with Family
  • Camping

Team Members

  • Helen DeFilippo
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(623) 876-9078

Fax

(866) 462-1229

Office Address

9127 W Union Hills Dr
Suite 303
Peoria, AZ 85382opens in a new window

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