Video: The Firm
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.
Similar Posts
-
Reflecting on 2022 at Berkshire Money Management
To Our Family of Clients, Last year felt like it would never end. It wasn’t as bad as 2020, but we still felt the weight of the COVID-19 pandemic. In contrast, 2022 felt like a blur. This was ironic because Berkshire Money Management grew fast in 2021, but we made the strategic decision in 2022…
By Allen Harris
December 14, 2022 -
Always looking forward
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…
By Allen Harris
May 13, 2022 -
Video: The Future
Growth. Layers. Innovation. Over the past 20 years, we at Berkshire Money Management have dedicated ourselves to being the one-stop-shop for wealth management. Sitting in our new Berkshire Money Management office (located in Great Barrington, MA), BMM co-founder Stacey Carver emphasizes how we are ever-evolving as a company in order to carry out CEO Allen…
By BMM
September 22, 2021
