Positive: Professionalism Beth is a excellent advisor. She gets to know you and your personal situation and goals. She gives you information so that you can make the best informed decision for you! She is interested in your success and not just a sale!

Positive: Professionalism, Quality, Responsiveness, Value I had the pleasure of meeting with Beth for a coffee chat about my retirement plan. Beth was so knowledgeable and answered all my questions. Since then I did move forward and create an account with Beth and she has been amazing to work …More

Positive: Professionalism, Quality, Responsiveness Beth is extremely knowledgeable about finances and has a very welcoming & warm personality. Beth offers free financial consultations. I highly recommend Beth to review and handle your financial plans or help set up your future retirement goals. Outstanding and honest professional!! A+++++

Positive: Professionalism, Responsiveness I highly recommend Beth. She is very professional, responsive, and was very knowledgeable about my specific needs.

Positive: Value Beth is very knowledgeable in financial programs to help families, individuals and corporations!

Beth is so sincere and genuine - looking our for her clients and always willing to offer helpful tips to anyone. Love her positive outlook!

Positive: Professionalism, Responsiveness Beth is a professional. She sits down with you and has a conversation with you, getting to know you, your family, and what you want to accomplish to protect your family and have a successful financial plan. She does all this at your convenience and at your speed. She is truly interested in your success and what works for you.

Positive: Professionalism, Responsiveness Beth is a person who looks to do what’s best for YOU and your family. She’s the best! I highly highly recommend her and her financial services. You won’t regret it.

Positive: Professionalism, Quality, Responsiveness, Value Beth is extremely knowledgeable, competent financial advisor.

Positive: Professionalism, Responsiveness Beth Kaufman is highly recommended very knowledgeable. Smart ,honest and very professional.Thank you Beth all your help.