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John Arthur Bielski

Berkshire Money Management, Inc.

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About John Arthur Bielski

John Arthur Bielski is an Investment Advisor Representative with Berkshire Money Management, Inc. located in Dalton, MA. John Arthur Bielski has been in the industry since October 2007. John Arthur Bielski has passed the Series 65 exam. Berkshire Money Management, Inc. is a Registered Investment Advisor with the state of Massachusetts. The firm provides financial planning, consulting, college planning, and portfolio management services for individuals and businesses.

Firm Information

John Bielski is currently registered with Berkshire Money Management, Inc.. Berkshire Money Management, Inc. is a Registered Investment Adviser based in Dalton, MA. They provide advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Berkshire Money Management offers financial planning, consulting, college planning, and portfolio management services. They manage over $900 million in assets for their clients.
Berkshire Money Management, Inc.

161 MAIN STREET

DALTON, MA 01226

$903.75M

Assets Under Management

4

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting, college planning

Consulting, college planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Bielski’s Registration & Firm History

MA

07/30/2018 - Present

Berkshire Money Management, Inc. (DALTON MA)

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Licenses & Designations

IA

Issued 04/17/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Arthur Bielski.
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