Andrea Bates McGrath,  CFP<sup>&reg;</sup> - Financial Advisor

Andrea Bates McGrath, CFP®

CDFA®, RICP®

Financial Planner & Certified Divorce Financial Analyst

Strategic Divorce Planning

92 High St, Ste B2
Medford, MA 02155
FINANCIAL ADVISOR'S WEBSITE
(781) 658-9767 CONNECT WITH Andrea
  • facebook link
  • linkedin link

General

Andrea McGrath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Strategic Divorce Planning in Medford, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA;RICP;CRPC

Insurance Licenses

  • Life insurance: MA, NH, ME
  • Health/disability insurance: MA, NH, ME
  • Property/casualty: MA, NH, ME
  • Fixed annuities: MA, NH
  • Variable annuities: MA, NH

Broker-Dealer Affiliation

MML Investors Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Women's Finances

More

Helpful Financial Planning Resources