Andrea L. Bates, CFP<sup>&reg;</sup> - Financial Advisor

Andrea L. Bates, CFP®

CDFA®, RICP®

Financial Planner & Certified Divorce Financial Analyst

Voya Financial Advisors

92 High St, Ste B2
Medford, MA 02155-3850
FINANCIAL ADVISOR'S WEBSITE
(781) 658-9767 CONNECT WITH Andrea
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General

Andrea Bates is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Voya Financial Advisors in Medford, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA;RICP;CRPC

Insurance Licenses

  • Life insurance: MA, NH, ME
  • Health/disability insurance: MA, NH, ME
  • Property/casualty: MA, NH, ME
  • Fixed annuities: MA, NH
  • Variable annuities: MA, NH

Broker-Dealer Affiliation

Voya Financial Advisors, Inc.

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Women's Finances

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