Berkshire Money Management’s team of financial advisors and planners designs and implements a complete financial plan FOR you, so you can focus on what matters most.
We believe in …
… helping you understand your money, not confusing you.
… building lifelong relationships with our clients – not just accounts.
… continually learning to better serve our clients.
… giving back to our community (and having fun doing it).
General Disclosures:
This profile is intended to provide general information only & should not be construed as an offer of specifically tailored individualized advice. Posts may include forward-looking statements.
All statements other than those of historical fact are forward-looking statements. Though we believe that the expectations reflected in forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in forward-looking statements.
Historical performance isn’t indicative of future results. The investment return will fluctuate with market conditions.
Performance isn’t indicative of any specific investment or future results.
Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, can’t be guaranteed to be accurate and may result in economic loss to the investor.
Investment in securities, including mutual funds, involves the risk of loss.
Registration with the SEC shouldn’t be construed as an endorsement of Advisor’s investment skill or acumen.
Investment process, strategies, philosophies, allocations & other parameters are current as of the date indicated & are subject to change without prior notice.
Advisor isn’t licensed to provide and doesn’t provide legal or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals.
Company Details
- Employees
- 24
- Founded
- -
- Address
- 161 Main St, Dalton,massachusetts 01226,united States
- Phone
- +1-413-997-2006
- in****@****emm.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- berkshiremm.com
- Keywords
- Investment Management, Financial Planning, Wealth Management, Retirement Planning, Customer Service, Business Value Building, Exit Planning, Retirement Coaching, Estate Planning, Social Security Planning, Medicare Planning, Portfolio Management.
- HQ
- Dalton, Massachusetts
Berkshire Money Management Questions
Berkshire Money Management's helpline number is +1-413-997-2006
Berkshire Money Management's website is berkshiremm.com
Berkshire Money Management's LinkedIn profile is https://www.linkedin.com/company/berkshiremm
Berkshire Money Management has
24 employees.
View email and phone details for 24
employees at Berkshire Money Management.
Berkshire Money Management's industry is
Financial Services
Berkshire Money Management's top competitors are
Mill Town Capital,
Berkshire Bank,
Berkshire Taconic Community Foundation,
Lee Bank,
October Mountain Financial Advisors,
10,001 Hours,
Berkshire Innovation Center,
1berkshire,
The Annie Selke Companies,
Atlas Private Wealth Management, Llc.
Berkshire Money Management's support email address is info@berkshiremm.com
Berkshire Money Management's categories are Financial Services
Berkshire Money Management's founding year is 2001
