Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Financial Education, Estate Planning, Retirement Income Planning, Business Owners
As a Financial Services Executive, Beth’s mission is to assist individuals, families and businesses in defining their financial goals and achieving financial freedom. She is licensed to provide financial solutions to her clients and prospects. Beth has become a lifelong resource to her clients through holistic planning, and she is dedicated to assisting them by being a financial coach through the various stages of their lives. At Newport Financial, Beth is able to utilize the team approach and draw upon the wealth of knowledge of associates to create custom designed financial strategies for each unique client.
Roger Williams University
Newport County Chamber of Commerce
Check the background of this investment professional on FINRA’s BrokerCheck
1120 Aquidneck Avenue
Middletown, RI 02842