Jim Bates, Financial Advisor located in Mystic, CT

Financial Advisor
Jim Bates

CFP®, CEPA®
34 Water St Unit 4, Mystic, CT 06355opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Cooking
  • Golfing
  • Hockey
  • History and Museums

Team Members

  • Kristin Bendfeldt
    Sr. Branch Office Administrator
  • Cheryl Zamzes
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(860) 536-2808

Fax

(800) 630-5431

Office Address

34 Water St Unit 4
Mystic, CT 06355opens in a new window

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