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.
Heritage Financial Group Inc. is a provider of a full range of products and services. Located in Medford, Mass., the company renders an array of services, such as comprehensive financial planning, asset management, college planning, charitable giving planning, estate and income tax planning. In addition, it offers a range of products, including mutual funds, corporate/municipal bonds, certificates of deposit, individual retirement accounts(IRA), life insurance and retirement plans, to name a few. Heritage Financial Group Inc. has membership with Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corp. (SIPC).
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.
