Helping people achieve financial freedom 

Tate Financial Services, Inc. is an independent, family-owned business serving the financial needs of our valued clients since 1970. For more than 49 years, Jimmy Tate has counseled our clients and guided them through the process of planning for retirement and financial security. We assist in educating individuals and business owners about concepts that reduce risk, provide options, protect assets, and grow businesses.   

I have known Jimmy Tate since 1972 when we were fellow officers in the 878th Engineer Company in the NC Army National Guard.  Our relationship has grown to most recently, when he helped me with my estate planning. In all my years associated with Jimmy, he has been first class in every respect. I highly recommend his counsel and services!  

James C. Harris, Jr.  

Warrenton, N. C.

My husband and I had many questions and concerns about our financial futures before working with Tate Financial. Mr. Tate has been very helpful in assisting us with our planning. He has been extremely informative and very thorough in explaining our available options. He worked diligently to ensure that various forms were filed properly and took the time to explain in detail the entire process with us. Throughout the entire process Mr. Tate was very professional, polite, and considerate. He gave us time to consider our options, and after numerous phone calls and office visits we feel confident that his recommendations have our best interest at heart and provide the best options to ensure our financial security. We personally recommend Tate Financial Services. 

John and Peggy Price 

Henderson, NC

Last fall we met with Jimmy at his office to analyze and review our financial position regarding our retirement income concerns. Jimmy was able to consolidate all of our qualified accounts into one, more manageable IRA. We also set up a sound long-term care plan that will take care of us when and if that time comes. You can trust Jimmy Tate for your financial planning needs!               

Robert and Diane Land

Warren Buffet's Rules for Safe Money are as follows: No. 1: Never, ever lose money. No 2: Follow Rule No. 1. How long will it take for your money to double at a one percent interest rate?