Broker Check
Aubrey Bates

Aubrey Bates

Financial Services Professional

I specialize in family, children and adults with special needs, helping them identify their financial objectives and goals. I love meeting families with children and professionals who are trying to learn more about their finances and set themselves up now – and in the future. I chose this career with the mind set of wanting to help my community and help people live an enjoyable life through financial independence without worrying about having to live paycheck to paycheck, so that they can focus on the things that really matter most to them. I chose my practice with Commonwealth Financial Group for their commitment to their clients, as well as their comprehensive approach focused around client education and strategies.

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as it can be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Whether you are a successful business owner or new parents trying to make ends meet, the education and strategies I provide will help put your mind – and your wallet – at ease.

Besides financial services – I also try to give back to the local community. I am involved with The Lighthouse Preservation Society, Walk For Hunger, and regularly contribute to the MSPCA. I am currently enrolled in Southern New Hampshire University pursuing a Bachelor’s Degree of Science in Business Administration. Currently my wife, Rachel, and I reside in Haverhill, MA with our two Australian Shepard’s, Josie and Tear, and our two cats, Lucy and Petunia. When I’m not helping clients, I enjoy spending time with friends and family, skydiving, hiking trails with my dogs, cooking, and traveling to the Caribbean.

Contact me today to get started on your financial strategy.

“Good fortune is what happens when opportunity meets with planning.” – Thomas Edison


101 Federal St, Suite 800
Boston, MA 02110