Beth D’Andrea, Financial Planner, LLC is changing its name to PlumTree Financial Planning
We are very happy to announce that Beth D’Andrea, Financial Planner, LLC is changing its name to PlumTree Financial Planning. This change is part of a larger effort to emphasize our commitment to helping clients, at all stages of their lives, build and sustain wealth, through valuable lifelong, evolving financial plans. Over the next few weeks, you will see additional announcements regarding our new offices and financial planning solutions.
At PlumTree Financial Planning we will continue to offer personalized education and guidance for all stages of your life. We pride ourselves on our expertise in delivering “Human Advisory Services,” the idea that your finances are personal, and your financial planner’s approach should be too. We get to know our clients as people, knowing that the same things that make us people define and direct our financial plans. We call this ‘human advisory’. It’s our promise to our clients, and it makes us the best at what we do.
We look forward to building a lifelong relationship with you and helping you to reach your financial goals and welcome you to the PlumTree Family.