Insights & Advice

|

Join us for Open Office Hours in Dalton and Great Barrington

Stop in for free, judgement-free financial advice!

Financial Advisors Holly Simeone, CES™ and Lauren Russo, CEPA, FPQP™, CVB, together with Paraplanner Angela Elzner, FPQP™, invite you to invest in your financial health by joining them during Open Office Hours at Berkshire Money Management’s Dalton and Great Barrington, MA, offices this January and February.

Open Office Hours are free and open to the community, and no appointment is necessary. Simply drop in during the event to receive one-on-one, professional guidance on topics including budgeting, saving for retirement, leaving a legacy for children and grandchildren, and getting the most from Social Security.

Open Office Hours Dates and Locations – January and February, 2023

  • Thursday, January 5, 4 to 6 pm
    322 Main Street, Great Barrington
  • Thursday, January 12, 4 to 6 pm
    161 Main Street, Dalton
  • Thursday, January 19, 4 to 6 pm  Cancelled due to inclement weather
    322 Main Street, Great Barrington
  • Thursday, January 26, 4 to 6 pm
    161 Main Street, Dalton
  • Thursday, February 2, 4 to 6 pm
    322 Main Street, Great Barrington
  • Thursday, February 9, 4 to 6 pm
    161 Main Street, Dalton
  • Thursday, February 16, 4 to 6 pm
    322 Main Street, Great Barrington
  • Thursday, February 23, 4 to 6 pm
    161 Main Street, Dalton

To learn more, call us at (413) 997-2006 or RSVP to these events on Facebook or LinkedIn for event updates.


About Your Hosts

Holly Simeone, Financial Advisor at Berkshire Money Management in Great Barrington, Ma

Holly Simeone, CES
Financial Advisor

Holly is passionate about sharing her financial knowledge with the community and especially enjoys helping clients to navigate retirement and protect their families’ futures through thoughtful estate and Medicare planning.

Holly has a Certified Estate and Trust Specialist designation from the Institute of Business and Finance, a bachelor’s degree in business administration from Fitchburg State University, and master’s in Finance from the New England Institute of Business at Cambridge College and is an alumnus of the Berkshire Leadership Program. She is currently studying for the CFP exam.

 

Lauren Russo, Financial Advisor at Berkshire Money Management in Dalton, MA

Lauren Russo, CEPA, FPQP, CVB
Financial Advisor

Lauren became a financial advisor so she could use her passion for business and knack for numbers to directly work with, and help, people and families. She has observed that very few advisors identify as female and aims not just to add her perspective to the financial world, but to make women interested in investing or advising welcome and heard.

Lauren is a graduate of the University of Massachusetts Amherst, where she earned a Bachelor’s Degree in Resource Economics, concentrating in Managerial Economics, as well as a Psychology minor. She is working on accumulating the education and experience required to sit for the CFP exam in the coming years.

 

Angela Elzner, Financial Paraplanner at Berkshire Money Management in Dalton, MA

Angela Elzner, FPQP
Paraplanner

Angela aims to help clients meet their financial goals and challenges.

Angela attended MCLA, where she earned a Bachelor of Science degree in Business Administration,  and is certified as a Financial Paraplanner Qualified Professional™.

 

 

Investments in securities may result in loss of income and/or capital.