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Tag: community

Join us for Open Office Hours in Dalton and Great Barrington

January 24, 2023 by Kimberly Campagna

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….

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Why your Berkshire Medical Center 403(b) is different | Retirement for healthcare professionals

January 23, 2023 by Lauren Russo

  Nurses and other healthcare professionals in the Berkshires and across the United States find themselves in a unique retirement situation: the 403(b) offered by their employer can be stewarded by the financial management firm of their choosing while they are still working and paying into it. We love helping nursing professionals to build the retirement they deserve. And we like to support them throughout their careers, too, by having their backs during tough times. As financial advisor Lauren Russo, CEPA, FPQP™, CVB, says, “why worry about something that we can help you with?” If you are a healthcare professional…

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Financial Planning Open Office Hours December and January

December 2, 2022January 19, 2023 by Kimberly Campagna

Are financial questions keeping you up at night? 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. 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…

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Open Office Hours Bring Financial Advice to the Whole Community

October 13, 2022November 3, 2022 by Kimberly Campagna

Are financial questions keeping you up at night? 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. 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…

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Always looking forward

May 13, 2022May 13, 2022 by Allen Harris

by Kimberly Kirchner, Sponsored Content Editor, The Berkshire Eagle  21 years in business is no small achievement, but Berkshire Money Management CEO and Chief Investment Officer Allen Harris prefers to measure his company’s success with a different metric. “I’ve worked with folks in this area, with businesses that are literally going on a century. And there’s something to be said for that kind of longevity,” Harris said. “But I’ll also say that longevity isn’t the only reason business should be celebrated.” Harris is focused less on the last 21 years of BMM’s history, and more on the next 5 years…

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Berkshire Money Management, Inc.
161 Main Street, Dalton, MA 01226
322 Main Street, Great Barrington, MA 01230
(413) 997-2006 | (888) 232-6072

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