Andrea L Bates, CFP®, CDFA®, CRPR®, RICP®, CLTC® | Financial Services - Medford Chamber of Commerce , MA

Andrea L Bates, CFP®, CDFA®, CRPR®, RICP®, CLTC®

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Financial Services
92 High St., Ste B2 Medford MA 02155

(781) 658-9767

(781) 607-7246

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Hours:

By Appointment Only
Https://www.andreabates.timetap.com
About Us

Retirement Income Planner helping individuals and couples marry public and private pensions with Social Security and Medicare and other retirement savings plans and investments so you can have what you need and live how you want in retirement without the fear of running out of money.

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Andrea L Bates

Providing consultative and advisory services to individuals and couples approaching or in early stages of retirement helping them develop a living plan where they can have what they need and live how they want in retirement without the fear of running out of money.

Social Security Analysis

Medicare Consultation

Pension Plan Analysis

Creating Lifetime Income Streams

Extended Care Planning

Collaboration with CPAs, Estate Planning Attorneys , Realtors, Mortgage Professionals

Andrea L Bates

Financial Advisor

Phone: (781) 658-9767

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92 High St., Ste B2 Medford MA 02155
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