Broker Check

Andrea L. Bates 

RetireBridge Advisors: Co-Founder & Advisor

Andrea L. Bates, CFP®, CDFA®, CRPC®, RICP®

Andrea L. Bates, CFP®, CDFA®, CRPC®, RICP®

(781) 658-9767 •

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Andrea L. Bates is the owner of Bates Insurance Agency. She is a Certified Financial Planner ™ professional and an Investment Advisor Representative with Voya Financial Advisors.

After graduating from Suffolk University in 1988, she began her career by joining her father in the insurance and financial services industry. She has attained her CFP®, CDFA®, CRPC®, and RICP® professional certifications and holds FINRA Series 6, 63, 65, and 7 securities registrations. Andrea is also a fully licensed insurance agent for property and casualty, life, accident, and health. 

Working with individuals and couples, Andrea equips her clients with the guidance that they need to live how they want in retirement. She focuses on advice on saving, spending, and marrying government benefits with public and private pensions and/or personal retirement accounts. Andrea will work with you to create a living plan that takes into consideration not only your needs, wants, and desires but also your time horizon, risk tolerance, and bequests with best practices that are stress-tested for success. She utilizes her vast knowledge of insurance, investment vehicles, government benefits, and life challenges to deliver personalized plans for her clients.

She is available to meet with clients either virtually or in person from her office in Medford, Massachusetts, or at her home office in Winthrop, Massachusetts.

Some of her personal accomplishments include: Distinguished Past President of the Medford Kiwanis Club • Past Secretary of the Medford Chamber of Commerce  • New Medford Public Library Major Donor

LinkedIn  -  Bates Insurance Agency, Inc.

Bates Insurance Agency is not affiliated with Voya Financial Advisors.