Berkshire Money Management
161 Main Street, Dalton, Massachusetts 01226
About the Business
Berkshire Money Management is a leading financial institution located at 161 Main Street in Dalton, Massachusetts, United States. Specializing in personalized financial planning and investment management, our team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Berkshire Money Management is committed to delivering expert financial guidance and exceptional service to individuals and businesses alike. Visit us today to learn more about how we can help you secure your financial future.
Photos
Contacts
161 Main St, Dalton, MA 01226, United States
Opening hours
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been using Berkshire Money Management for almost 20 years and they have been fabulous. Whenever I had a question or concern, I was able to call my advisor and he ALWAYS answered my call. My husband and I are nearing retirement and Berkshire Money Management has helped us plan, focus and achieve our goals. We feel confident that we can stay on our plan which is all due to the staff of Berkshire Money Management. They are trustworthy and knowledgeable."
"I've been a customer of Berkshire Money Management firm for over 10 years. I've worked with Scott on a number of different problems with my finances and he is always kept me on track to a sound financial outcome. Lately I've been working with Scott and his associates on setting up my estate plan that I plan to pass on to my kids and grandkids. I have their rate to well worth the services I get. I would recommend them to anyone who needs a little help with their finances I'm sure they can make a difference ,they have with me."
"The staff is always courteous and knowledgeable. I've been engaged with Berkshire Money Management for over four years and I have been completely satisfied with their handling of my retirement investments and concerns. I haven't had many questions or concerns, but when I have, they have always been attentive and prompt with their response. I would highly recommend BMM to anyone who wants or needs an enterprise that has your best interests in mind."
"Our financial advisor at Berkshire Money management is Vice President Scott Little. He was referred to me and my wife by a family member who highly recommended Scott. Scott has taken the time to not only get to understand our financial goals, but also to get know us personally. He is extremely accessible and responsive . He has exceeded our expectations with financial planning that is thoroughly explained, and really works. We highly recommend Scott and the team at Berkshire Money Management."
"Berkshire has offered excellent customer service to me for many years. Scott Little calls me quarterly to discuss and explain my accounts and what’s currently happening in the market. He has shown such friendship and care to me professionally and personally when I went through the death of my husband. He took such time to explain things that my husband took care of. Scott cares about his clients. He cares that money is invested carefully, and he watches out for his people! I feel secure that my investments are in the best hands with Berkshire and with Scott. Scott is also very quick to respond to any email or phone call. I would highly recommend this company for any investment needs!"
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