Berkshire Money Management
72 Stockbridge Road, Great Barrington, MA 01230
Location & Phone number
72 Stockbridge Rd, Great Barrington, MA 01230, United States
About the Business
Berkshire Money Management is a finance institution located at 72 Stockbridge Road in Great Barrington, Massachusetts, United States. They specialize in helping individuals who are going through major financial transitions such as retirement, selling a business, or receiving an inheritance. They offer comprehensive financial planning services to ensure their clients' long-term financial security. The firm is dedicated to creating and executing personalized financial plans for each client, handling all aspects of their financial lives.
One client testimonial shared their positive experience with Berkshire Money Management after feeling ignored by their previous financial advisor. The firm offers real-life case studies to showcase their successful client relationships while maintaining anonymity. They also provide resources such as a chapter from "Don’t Run Out of Money in Retirement," a guide by veteran money manager Allen Harris that helps individuals increase income, avoid taxes, and preserve their assets. Berkshire Money Management values their clients' trust and does not offer any compensation for testimonials.
Photos
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"The law office of Martin Hochberg & Cianflone works regularly with the outstanding team of professionals at Berkshire Money Management. Allen’s organization consistently provides quality financial services, including financial planning and access to estate planning. They are extremely responsive and attentive to their clients’ ever-changing needs. We highly recommend BMM !"
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