Edward Jones - Financial Advisor: Jim Bates, CFP®|CEPA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Jim Bates is a financial advisor based in Mystic, Connecticut, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-smart investment management. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Jim provides tailored financial guidance through face-to-face consultations. His practice focuses on helping individuals and families achieve their financial goals and prepare for significant life events.

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