Mary L. Beets

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

Let's Talk

Mary L. Beets

Financial Planner

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Mary L. Beets

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Planner, CFP

    Prudential Advisors

    October 2020 - Present | North Myrtle Beach

  • Financial Advisor

    Wells Fargo Advisors

    January 1999 - January 2020 | Myrtle Beach

    Financial Advisor

  • Intern For a Financial Advisor

    Merrill Lynch

    April 1996 - December 1998 | Myrtle Beach

The Prudential Difference

    • Variable Annuities: NC, SC
    • Securities License: FL, IN, NC, NY, PA, SC
    • Variable Life Insurance: NC, SC
    • Fixed Annuities: NC, SC
    • Life Insurance: NC, SC

Mary Beets is associated with the Carolina Financial Group Office, 2701 Coltsgate Road, Suite 220, Charlotte, NC, 28211-3593, Managing Director: Kimberly Turner, Phone: 704-442-1481. Mary Beets offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Mary Beets offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.