Video: The Firm

By Berkshire Money Management Marketing Team • July 27, 2021

Berkshire Money Management began as a newsletter service. That service generated money management clients. Now, after 20 hard-earned years, the firm helps clients with estate planning, Medicare, college planning, financial planning, retirement coaching, and business growth and ownership. And we keep evolving to better serve our clients and our community.

Performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot 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.

Berkshire Money Management Marketing Team

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