Agency Owner

Meet Andrea Bates CFP, CDFA, RICP, CRPC, CPCU

Andrea B. McGrath CFP® CDFA®,CRPC®, RICP®-President/Owner

Andrea began her career in the Insurance business in 1988 initially as a Property Casualty agent overseeing sales, marketing and the administration of the agency. In 1992 her focus expanded to include retirement income planning, employee benefits, life, health and disability. She became owner of the agency in 1996 and in 2019 she promoted Joan Bates and Daniel Bates III to oversee the day-to-day operation of the agency so she could focus full time on her Financial Advisory practice which now also includes Divorce Financial Analysis.

Andrea works with individuals and couples so they can have what they need and live how they want in Retirement. She is passionate about her work, solutions focused, results driven with a straightforward approach. A subject matter expert on both Social Security and Medicare she can assist you in marrying your governmental entitlements with public and private pensions, employer sponsored plans and other investments and products to develop a living and evolving roadmap for your retirement future and beyond. Her process is both qualitative and quantitative.

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About Our Agency - View Looking Down a Row of Brick Homes in Boston, Massachusetts, the Sun Beaming Down the Center of the Street, Brick Walkways and Street Lamps Lining the Street

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