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Financial consulting in Medford, MA

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Bates Financial

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, CFP RICP CRPC

My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a road-map to reach your goals and make wise decisions to help improve your financial situation.

USALLIANCE Financial

USAlliance Financial is an innovative, dynamic, and industry-leading financial Cooperative that offers a full range of banking and loan products. We are currently serving 125,000+ members across the nation with over $2 Billion in assets. As a full service not-for-profit financial institution, we offer a variety of banking products and services - Checking and savings accounts, credit cards, loan products, and financial services.

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