I’ve been working with BMM for a few years now and they are so helpful with my financial planning/403b. I recently started working with Michael O’Brien, he has been so amazing to work with. He takes all the time needed to meet or take a phone-call to help with all my questions. Michael makes sure I know all options and reasons before making any decisions. I highly recommend BMM!

I recently worked with Holly Simeone at Berkshire Money Management with some fairly confusing (to me) decisions that should have been managed long ago. Holly was not only thoughtful and knowledgeable, but she called in the team when she was looking for an answer. A clear indicator of an intelligent person - asking for backup when needed. The whole team went above and beyond my expectations to offer expert advice. Highly recommend!

Berkshire Money Management and Scott Little, have financially advised, counseled and supported our family for over 20 years. Scott and his team managed our money while raising a family and now through retirement. We have referred Berkshire and Scott to our dearest friends and family, and they have been as pleased as we have been. Scott is a teacher, a listener and a trusted advisor who responds to our questions and concerns with honesty and thoughtfulness. We always feel important and valued.

BMM has been like part of my family for over a decade. They literally take care of every member of my immediate and extended family's finances! I started out with Scott Little as my advisor after my father's passing and am thrilled to be back in his care! I have had a couple other advisors over the years and all have been amazing. I also have Zach as my retirement consultant. This ENTIRE firm is wonderful to work with. They are extremely knowledgeable and always keep their clients up to date with current events possibly affecting (or not) your financial well-being. And truly care about you, your finances, and over all well-being. They are always there for you to answer any questions and to listen to your concerns. Highly recommend BMM and look forward to working with them forever❣️

For nearly a decade, Scott Little at Berkshire Money Management has been my financial advisor, helping guide me toward the milestone of retirement. His consistent quarterly check-ins, strategic oversight of my 401K investments, and ability to maximize every dollar have been invaluable. Now that retirement is here, I feel confident knowing Scott will continue to help me succeed in managing my portfolio. More recently, Lauren Beckett has joined the journey with her thoughtful, responsive support—continually updating my plan as targets shift and ensuring everything stays on track. Together, Scott and Lauren have provided an exceptional level of service, combining expertise with genuine care. I’m incredibly grateful for their partnership and can’t recommend them highly enough.

Working with Scott and Lauren has given me the advice and information to feel secure with my present and future financial plans. I look forward to putting my plan into action, and enjoying my financial future.

Berkshire Money Management is a first class financial planning establishment. Not only do they invest my equities providing excellent returns they also set up our Estate Planning at no extra charge. My wife and I have been very appreciative of that service. Recently I have been considering how to plan for my retirement in the future. Berkshire Money Management also offers a Financial Planning Portal that allows me to customize my retirement goals. I highly recommend the knowledgeable folks at Berkshire Money Management.

Berkshire Money Management has been a wonderful company to work with. They have given us consistent and useful feedback on all aspects of financial management, including estate planning and helping us plan for retirement. They are friendly and approachable, and they have made the process of managing assets and planning for the future easy and accessible.

We feel very secure with Berkshire Money Management. We usually meet with Peter Coughlin, whom we have great confidence in. Our money has been invested to make us money but is secure. Thank you Peter and thank you Berkshire Money Management. They have provided us with some awesome service. We wouldn’t trust anyone but BMM.

   

Scott was so patient when dealing with my elderly father especially when he had developed dementia. He has done a great job managing my portfolio so that I can be a kid again and play all day with no worries.

I was introduced to this company through my dad. My dad a retired New York City Sanitation 30 years ago He moved his money into Berkshire since it started, 30 years ago and has never looked back Just recently i retired from the New York City Police Department and asked my dad for advice He immediately said Call SCOTT !! Which of course i did And let me tell you When it comes to making money and great advice The best move made !! Scott is the ultimate pro When i call he answers When my friends ask And some day my kids They will be getting the same recommendations

As a single woman entering into retirement I realized that I needed the guidance of trusted professionals but was unsure of who to trust. I sought the advice of friends and contacted BMM. I was really nervous taking this first step but quickly realized I was in good hands. Scott and Lauren were stellar! I now have a solid financial plan in place and trusted advisors who will guide me through the years. I can’t be happier with the attention, patience and guidance I’ve received from Scott and his team. Go ahead, take that first step and contact Scott, you’ll be happy that you did!

I have been a client of Berkshire Money Management for almost 10 years . I have recently worked closely with Holly Simeone and Lauren Russo whom helped developed my Financial Action Plan for my retirement. They are attentive , timely , and thorough in understanding my goals and dreams for these very important years ahead. The team at BMM is exceptional!

I recently have moved over to Berkshire Money Management and could not be happier. They are doing a great job with my investments. In addition, they are always quick to respond to any of my questions or concerns. We are talking about response time within an hour. I am very confident with my move to Berkshire Money Management team. Beth

Scott Little has served our family for many years, providing invaluable support through COVID and various life changes over the past decade. He works closely with three generations of our family, and we are grateful for his counsel and guidance in managing our wealth and navigating the market. Thank you, Scott!

Everyone should have a financial adviser so that planning their futures can be stress free. BMM sure takes the pressure off of trying to figure investing by yourself.

Very professional,personable, and knowledgeable staff. I have confidence in my "team" that they are working to secure my financial future

Nate, Lauren and the entire BMM team have been extremely professional, diligent, and thoughtful in every aspect of money management matters. Their dedication, commitment, and compassion has been demonstrated every single step of the process. I highly recommend Nate Tomkiewicz, CFP® with Berkshire Money Management!

I have been a customer for 8 months but I wish it were for 8 years. Berkshire takes a very pragmatic and understandable approach to the total customer picture. From financial to medical to trust and tax implications as well as many others. Honestly I am at a much better piece of mind in these short 8 months . I had interviewed 3 planners but clearly Berkshire stood above the others. If you are looking for the entire customer experience, no one is better .