Broker Check

Contact Information & Office Locations for RetireBridge Advisors

Andrea L. Bates

Tel: (781) 658-9767


Office Location
92 High Street, Suite B2
Medford, MA 02155

Home Office
Winthrop, MA

Schedule an appointment HERE.

Voya Financial Advisors ProfileLinkedIn  -   Bates Insurance Agency, Inc.

Bates Insurance Agency is not affiliated with Voya Financial Advisors.

Frank P Leonard

Tel: (781) 796-9859


Office Location
30 Braintree Hill Office Park, 4N
Braintree, MA 02184

Schedule an appointment HERE.

Voya Financial Advisors Profile  -  FINRA Broker Profile  -  Heritage Retirement Planning 

Heritage Retirement Planning is not a subsidiary of nor controlled by Voya Financial Advisors.

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. 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.