Zack Marcotte

Zack is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary, Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor, and Retirement Management Advisor.
As Director of Financial Planning at Berkshire Money Management, he partners with recent retirees and people nearing retirement to create actionable plans for achieving their financial goals. He is especially interested in tax planning – he hates taxes and wants to help you pay less of them.

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    Trust me, I do this every day
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    June 13, 2019

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