Berkshire County, MA Financial Advisors and Resources



Financial Advisor Firms in Berkshire County, MA


ROCKINGSTONE ADVISORS

Website

(212) 430-2240

292 Main Street
Suite 32
Great Barrington, MA 1230

SEC#: 801-77696
Years in Business: 8 years

AMERICAN INVESTMENT SERVICES INC

Website

(888) 528-1216

250 Division Street

Great Barrington, MA 1230

SEC#: 801-14337
Years in Business: 42 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

BLUE SPARK CAPITAL ADVISORS LLC

Website

(413) 551-7000

321 Main St
Suite 205
Great Barrington, MA 1230

SEC#: 801-100499
Years in Business: 6 years


How Retirement-Friendly is Berkshire County, MA?

  • Population: 126,425
  • % of Population 62 Years and Over: 27.7%
  • Average Home Value: $213,200
  • Average Monthly Housing Cost: $1,039
  • Average Household Income: $80,610
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)


Berkshire County, MA Financial Advisor FAQs

Financial advisors get paid an annual fee, a percentage of your assets that they manage, a bonus for reaching sales goals or meeting performance benchmarks. Some advisors charge by the hour and others offer an array of financial products as part of their service. It's important to make sure to ask about these things before hiring someone because it can save you from feeling misled later.
There are many ways to find a qualified advisor. If you know who you already work with at your bank they might also be able to refer an advisor who can assist with investments and retirement plans.
A financial advisor typically advises their clients with respect to financial matters. This includes assessing various investment opportunities, calculating risks, deciding which are most appropriate for the client's situation, providing ongoing monitoring of progress, and implementing any new changes in ongoing investments.
Oh, well that's a tough question. It really depends on what you have in your financial portfolio. If you have little to no experience with managing money, then it's time to get some attention from somebody who does.