Learn more about our services

Ready to learn more about how Berkshire Money Management can help you meet your financial goals? Schedule your free, 15‑minute, no‑commitment call with one of our advisors right now.

This field is for validation purposes and should be left unchanged.

EXPERIENCE THE BERKSHIRE
MONEY MANAGEMENT DIFFERENCE

You know what you want your destination to be; now its time to build the road to get there. Do you want to start a new business, travel the world, or just take some much-needed R&R after decades of working hard? No matter the destination, you can trust Berkshire Money Management to help you throughout your financial planning journey.

In Good Compnay

*These are testimonials of Berkshire Money Management (BMM) by clients of the firm. BMM has not provided any direct or indirect compensation for these testimonials.

I highly recommend the team at BMM not only for their wise investing skills but also because they are dedicated to their clients in ways that go beyond the financial realm.
Mari R.
It is my good fortune to have worked with the team at Berkshire Money Management for over two decades. Support has gone beyond advice about investing; they clearly care about my family's good health both financially and beyond.
M.R.
Thank you for taking two of our daughters and their families under your wing to supervise their accounts. I cannot tell you how important that is.
The Campbells
Thank you for your part in helping us to more than double our net worth in the last ten years. And thank you for your low fees.
Bruce & Sue

Schedule a Call

WHY CHOOSE BERKSHIRE MONEY MANAGEMENT FOR YOUR FINANCIAL PLANNING SERVICES?

At Berkshire Money Management, we focus on building relationships with our clients, which is essential when you’re someone with your money. We get to know our clients and their families and treat their financial needs with confidentially and respect. And, when you call our offices, you’ll speak to a real person, not a robot. When you work with your local financial advisors at Berkshire Money Management, you can rest assured that our team is working to maximize your chances of achieving your financial goal.

Schedule a Call

Call Berkshire Money Management for local financial planning services in Dalton, MA and the surrounding areas. We’d be happy to discuss our financial planning services and how they could benefit you and your family’s financial health. Give us a call at (413) 997-2006 or contact us online to learn more.