Berkshire Money Management Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

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.

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