Professionally guiding you through your transition
At Bates Financial LLC, we help clients achieve financial independence and sustainability before, during and after divorce. By offering a practical and common sense approach to helping you navigate the turbulent waters of divorce we will help you get to a better place so you are not stuck in “bitter” land. Our goal is to help you use this time as an opportunity, and a positive, to be who you always wanted to be. To reinvent yourself and chart your own course and follow your dreams.
Andrea Bates McGrath started her career in 1988 after graduating from Suffolk University. She began at Bates Insurance Agency which was started by her father in 1976. In the early 90s she obtained her series 7, 6, 63 and 66 and became a Registered Rep with Aetna. In 2014 she obtained her CFP and in 2018 her CDFA. Over the years she has worked with men and women to help them have what they need so they can live how they want in retirement. Having honed her skills of helping people plan and protect from her parents who were both committed community members and leaders.read more