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At RetireBridge Advisors, we provide comprehensive financial guidance to clients who are nearing retirement or have already retired.

You’ve been working towards retirement your whole life. Let’s make sure you’re on the right track.

Learn More About Our Vision

Our advisors are located in the Greater Boston Area of Massachusetts:  Andrea Bates is based in Medford, MA and Frank P Leonard is in Braintree, MA Tel: (781) 658-9767 • - Tel: (781) 796-9859

Get To Know Our Team

With over fifty years of combined experience in the financial services sector, we have a proven track record of helping our clients achieve the best retirement outcomes.

Andrea Bates and Frank P Leonard founded RetireBridge to provide holistic financial guidance to individuals navigating their unique retirement journeys. As Investment Advisor Representatives at Voya Financial Advisors, Inc., we recognize the challenges of preparing for retirement, the complexities around the process of retiring, and the ongoing work of managing finances post-retirement.

At RetireBridge, our top priority is to simplify all aspects of the retirement process and promote the development of financial wellness practices. We draw upon our diverse experiences to offer a far-reaching, insights-driven, and collaborative approach — working closely with our clients to understand personal dreams, goals, and visions to build and implement innovative strategies that help each individual achieve the secure and fulfilling retirement lifestyles they deserve.

From in-person meetings, to Zoom, to phone — we meet you where you are.

From in-person meetings, to Zoom, to phone — we meet you where you are.

We believe in building great relationships, no matter where you are located. Based in Massachusetts, RetireBridge has two offices in the Greater Boston Area: Braintree and Medford. We also work with a broad range of clients throughout the Northeast and across the United States on a remote basis.

At RetireBridge, we strive to help our clients achieve their financial goals using a personalized and flexible full-service approach, whether in-person, remotely, or on a hybrid basis. We know you're busy, so we make it easy for you to schedule in-person meetings, phone calls, or video conferencing sessions to consult with us as needed. 

Have questions about your retirement? We have answers!

Thank you!