Beth A. Plentzas assists her clients in setting their financial goals through individual investment planning. Her mission is to provide practical and useful strategies to help them pursue financial independence.

Beth works with people who want to make smart choices with their money in a way that will allow them to work towards their financial goals. It is important to her that they experience the independence that comes when someone they believe has laid out a financial blueprint that strives to meet their needs and expectations. Primary to establishing a relationship is listening to what her clients are saying, Beth hears what their goals are for their financial future and studies their comfort level when it comes to investing and risk management.

Beth also believes in ongoing relationships with her clients, and knows how important it is to keep a careful eye on any financial plan and on the changing goals and needs of her clients.

Beth has been associated for over 30 years with Northeast Planning Associates, Inc. (NPA), providing current options and strategies for issues that concern clients. She holds her Series 6 and Series 7 registrations with LPL Financial and holds her Series 66 registrations with LPL and NPA, which allows her to offer her clients an array of investment opportunities.

Beth’s experience combines academic study with practical experience. She has her Bachelor’s degree in business from the University of New Hampshire, and began her career with NPA soon after graduating. Beth regularly speaks at Retirement and Estate Planning seminars on various investment and financial planning topics.

Giving back is important to Beth and her family, and they enjoy staying involved with several local charities. Supporting causes that make a difference in the community with both her time and resources has always been a meaningful part of her life.

A life-long resident of Manchester, Beth lives with her husband, Greg, and their dog, Tatum. She has two adult sons, both married, and three grandchildren.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012 - 2015 and 2017-2024 Five Star Wealth Managers.

Source: www.FiveStarProfessional.com.