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Berkshire Money Management, Inc.

EST. AUM
$1,227,078,134

CONTACTS
6

CLIENT ACCOUNTS
2,362

Firm Details

Metro area Boston
CRD Number 124873
Website berkshiremm.com
Client types

Overview

Berkshire Money Management is a fee-only financial advisory firm based in the Berkshires of Western Massachusetts. They specialize in comprehensive retirement and financial planning, offering personalized strategies for individuals experiencing significant life transitions, such as retirement, business sales, or inheritance. Their services encompass investment management, tax planning, estate planning, and more, all tailored to help clients achieve financial security and peace of mind.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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