Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Brien is a registered investment advisor representative with Berkshire Money Management, Inc. Michael has been in the industry since October 2024. Michael is registered in Massachusetts. Michael has earned the Series 65 license. Berkshire Money Management, Inc. is an independent investment advisor firm based in Dalton, MA. The firm primarily serves individuals, charitable organizations, corporations, and pension and profit-sharing plans. The firm provides financial planning, portfolio management for individuals and businesses, and other consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting, college planning
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
02/14/2025 - Present
Berkshire Money Management, Inc. (DALTON MA)
Active
Inactive
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