Best Financial Advisors in Berkshire County, MA

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Berkshire County, MA Fiduciary Financial Advisors

SEC File# 801-14337
CRD# 110043
Location 250 Division St, Great Barrington, MA 01230, USA
Phone (413) 645-3327
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Berkshire Fairfield Financial, LLC
Location 128 South St, Pittsfield, MA 01201, USA
Phone (413) 443-5300
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W S Securities Inc
SEC File# 801-79650
CRD# 171106
Location 5 Walker St # 6, Lenox, MA 01240, USA
Phone (413) 637-2900
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Willow
SEC File# 801-70407
CRD# 150814
Location 101 Hawthorne Ave, Pittsfield, MA 01201, USA
Phone (413) 236-2980
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Commonwealth Financial Group
Location 60 Roberts Dr #214, North Adams, MA 01247, USA
Phone (413) 346-4564
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1 Berkshire Square Ste 114, Adams, MA 01220, USA
Phone (413) 743-0552
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 511 East St, Pittsfield, MA 01201, USA
Phone (413) 499-3025
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 71 Main St, North Adams, MA 01247, USA
Phone (413) 664-9253
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Asset Management Trust Goodman
Location Pittsfield, MA 01201, USA
Phone (413) 236-3160
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Delmolino Laura
Location 247 South St, Pittsfield, MA 01201, USA
Phone (413) 499-6669
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Berkshire Banc Investment Services
Location 25 Main St, Lenox, MA 01240, USA
Phone (413) 236-3767
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 71 Main St, North Adams, MA 01247, USA
Phone (413) 664-9253
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Stacie Weiner - RBC Wealth Management Financial Advisor
Location 50 Castle Street First Floor, Great Barrington, MA 01230, USA
Phone (413) 528-7153
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Salisbury Bank Wealth Advisory
Location 210 Main St, Great Barrington, MA 01230, USA
Phone (413) 350-6024
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Keator Group LLC
Location 218 Main St, Lenox, MA 01240, USA
Phone (413) 637-2118
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H G Wellington & Co Inc
SEC File# 801-70755
CRD# 149021
Location 60 W Hawley Rd, Charlemont, MA 01339, USA
Phone (413) 339-0005
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Wells Fargo Advisors
5 out of 5
Location 66 West St, Pittsfield, MA 01201, USA
Phone (413) 499-1500
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Terrence Webb - RBC Wealth Management Branch Director
Location 50 Castle Street First Floor, Great Barrington, MA 01230, USA
Phone (413) 528-7150
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Blue Spark Financial
SEC File# 801-100499
CRD# 159025
Location 93 Church St, Lenox, MA 01240, USA
Phone (413) 551-7000
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UBS Financial Services Inc.
Location 137 North St, Pittsfield, MA 01201, USA
Phone (800) 833-1999
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Appelbaum Financial Services
Location 17 E Housatonic St, Pittsfield, MA 01201, USA
Phone (413) 442-5858
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Gorman Capital Strategies LLC
Location 37 Sunset Ave, Lenox, MA 01240, USA
Phone (413) 637-3115
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Guardian Life
4 out of 5
Location 700 South St, Pittsfield, MA 01201, USA
Phone (800) 819-2468
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Still River
Location 75 Broad St, Pittsfield, MA 01201, USA
Phone (978) 456-7971
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October Mountain Financial Advisors
SEC File# 801-12471
CRD# 155186
Location 103 W Park St, Lee, MA 01238, USA
Phone (413) 243-4331
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Tableaux Wealth
SEC File# 801-117226
CRD# 305145
Location 5 Church St, Stockbridge, MA 01262, USA
Phone (413) 264-2400
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Bostonia Global Securities Llc
Location Sheffield, MA 01257, USA
Phone (413) 229-2275
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David Reynolds Avery, CFP, CRPC - UBS Financial Services Inc.
Location Crawford Square, 137 North St, Pittsfield, MA 01201, USA
Phone (413) 236-0976
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Northwestern Mutual
5 out of 5
Location 55 North St #304, Pittsfield, MA 01201, USA
Phone (413) 499-0620
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Steven E. Chick, CFP Financial Advisor
Location 620 Main St, Williamstown, MA 01267, USA
Phone (413) 458-9899
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The Wealth Technology Group
Location 75 S Church St, Pittsfield, MA 01201, USA
Phone (413) 575-5000
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Berkshire Hills Financial
Location 314 Main St, Great Barrington, MA 01230, USA
Phone (413) 359-0045
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Carpenter Dana E
Location 17 Wendell Ave, Pittsfield, MA 01201, USA
Phone (413) 443-1112
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Stroffolino Ralph
Location 100 North St #310, Pittsfield, MA 01201, USA
Phone (413) 443-5619
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GCR Capitol LLC
Location Pittsfield, MA 01201, USA
Phone (413) 448-6292
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Kaufman Investment Partners LP
Location 8 Bishop Estate, Lenox, MA 01240, USA
Phone (413) 637-2646
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Locust Invest Financial Corporation
Location 75 Park St, Lee, MA 01238, USA
Phone (413) 243-5626
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Financial Firebird
Location 150 North St, Pittsfield, MA 01201, USA
Phone (413) 442-5538
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Matt Neely - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 377 Main St Ste 102, Williamstown, MA 01267, USA
Phone (413) 884-6349
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Castle Investment Advisors
Location 443 Dalton Ave, Pittsfield, MA 01201, USA
Phone (413) 443-4099
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Curtin Thomas A
Location 17 Mahaiwe St, Great Barrington, MA 01230, USA
Phone (413) 528-3882
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Park Street Wealth Advisors
Location PARK BUILDING, 17 Main St, Lee, MA 01238, USA
Phone (413) 243-1999
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Sherry L De Celle - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 38 Mahaiwe St Ste 2, Great Barrington, MA 01230, USA
Phone (413) 717-4147
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Mark De Celle - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Maple Ave STE 6, Great Barrington, MA 01230, USA
Phone (413) 644-3270
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Financial Advisors in Berkshire County, MA

Where Certified Financial Advisors in Berkshire County, MA Serve

Berkshire County, located in western Massachusetts, boasts a myriad of landmarks that attract tourists from all over. From the picturesque Tanglewood Music Center to the historic Hancock Shaker Village, there is something for everyone. The county is also home to top employers such as General Dynamics and Williams College, providing ample job opportunities for residents. Major highways such as the Massachusetts Turnpike and Route 7 run through the county, making transportation a breeze. Streets like Main Street in Great Barrington and North Street in Pittsfield are bustling with activity and offer a variety of shops and restaurants. The county is comprised of diverse neighborhoods, including the charming town of Lenox and the artsy community of North Adams. With its rich history and stunning natural beauty, Berkshire County is a must-visit destination.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Berkshire County, MA can benefit from the guidance and expertise of a financial advisor in a number of ways. One of the most common ways that a financial advisor can help is by assisting with retirement planning. With a large population of retirees in Berkshire County, it is important to have a solid plan in place to ensure financial stability in the later years of life. A financial advisor can help residents navigate the complexities of retirement planning, including choosing the right investment vehicles and ensuring that they have enough savings to sustain their lifestyle. Additionally, with the high cost of living in Berkshire County, a financial advisor can help residents manage their expenses and create a budget that allows them to live comfortably while still saving for the future.

Insurance Broker

Residents of Berkshire County, MA can benefit greatly from the services of an insurance broker. With the county's diverse population and unique needs, an insurance broker can help residents navigate the complex world of insurance and find the coverage that best suits their individual situations. For example, with the county's large number of small businesses, an insurance broker can provide guidance on selecting the right type of business insurance to protect against liability and other risks. Additionally, with the county's rural landscape and harsh winter weather, an insurance broker can help homeowners and drivers find the right coverage for their properties and vehicles, including protection against damage from snow and ice. Overall, an insurance broker can provide valuable support and peace of mind for residents of Berkshire County, MA.

Retirement Planning

Residents of Berkshire County, MA can greatly benefit from the services of a retirement planner. With its picturesque landscapes and vibrant cultural scene, Berkshire County is a popular destination for retirees. However, navigating the complex financial landscape of retirement can be daunting. A retirement planner can help residents of Berkshire County plan for their future by creating a personalized retirement plan that takes into account their unique financial situation and goals. They can provide guidance on investment strategies, tax planning, and estate planning, ensuring that retirees in Berkshire County are able to enjoy their retirement years with financial security and peace of mind. Additionally, a retirement planner can help residents of Berkshire County navigate the specific challenges of retirement in the area, such as the high cost of living and limited healthcare options.

Wealth Management

Residents of Berkshire County, MA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on retirement planning. With a large population of retirees in Berkshire County, it's important to have a solid plan in place to ensure a comfortable and secure future. A wealth manager can help residents navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, with the county's thriving arts and culture scene, many residents may have unique financial needs related to their involvement in the arts. A wealth manager can provide specialized guidance in these areas, helping residents make the most of their resources and achieve their financial goals.

Mortgage Loan Officer

Residents of Berkshire County, MA would be helped by a mortgage loan officer in several ways. Firstly, the loan officer can assist residents in finding the best mortgage rates and terms that fit their financial situation. This is especially important in Berkshire County, which is known for its high cost of living. Additionally, the loan officer can guide residents through the complex mortgage application process, helping them to understand the various requirements and documents needed. They can also assist in finding government-assisted programs and grants that residents may be eligible for. With the help of a mortgage loan officer, residents of Berkshire County can navigate the often confusing and overwhelming process of buying a home, ultimately helping them achieve their dream of homeownership.

Tax Services

Residents of Berkshire County, MA can benefit greatly from the services of a tax advisor. Specifically, many residents in the area have second homes or rental properties, which can make their tax situation more complex. A tax advisor can help these individuals navigate the various deductions and credits available to them, ensuring that they are maximizing their savings and avoiding any potential penalties. Additionally, with the recent changes to the tax code, it can be difficult for residents to keep up with the latest regulations and requirements. A tax advisor can provide valuable guidance and advice to help residents stay compliant and avoid any costly mistakes. Overall, a tax advisor can be a valuable resource for residents of Berkshire County, MA looking to manage their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Berkshire County, MA can benefit greatly from the expertise of an estate planning lawyer. These professionals can assist with creating wills, trusts, and other legal documents that can ensure that a person's assets are distributed according to their wishes after they pass away. In Berkshire County specifically, an estate planning lawyer can also help residents navigate the complexities of state and federal tax laws, which can be especially important for those with significant assets. Additionally, an estate planning lawyer can help residents plan for long-term care, including nursing home expenses, which can be a significant concern for many older residents of the county. Overall, an estate planning lawyer can provide invaluable guidance and support to Berkshire County residents as they navigate the often complicated and emotional process of planning for their future and the future of their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Berkshire County, MA