Your Full-Service Retirement Readiness Partners
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Your Full-Service Retirement Readiness Partners
161 Main St, Dalton, MA 01226, USA
📍 161 Main St Dalton, MA 01226
📍 72 Stockbridge Road, Great Barrington, MA 01230
Yes
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BS, Business Administration, Massachusetts College of Liberal Arts
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We’ve been working with Nate at BMM for just about 5 years now, and we couldn’t be more pleased with his advice on our financial retirement plan.
Nate took the time to get to know us and our desires for retirement and helped develop a financial plan that would lead us towards that.
He is knowledgeable about what’s going on in the market and factors that affect the market, as well as strategies to secure our best financial position. Nate went above and beyond to even advise on our 401K.
Nate keeps in touch regularly, communicates well, and has been helpful in rolling-over pension and 401K accounts. He is genuinely a nice, personable guy.
There’s a high level of comfort and confidence that we have knowing that Nate and the BMM team are there by our side to secure a healthy financial retirement.
Sincerely,
Dan and Antoinette
As a nurse I have a lot to remember so I entrust my money to BMM. This way it’s one less thing I have to worry about. I work hard to earn it and BMM helps me develop a plan to maximize growth but also create a timeline and a spending plan for retirement. Special thanks to Nate and Zack for talking me through all the complicated financial jargon!
Nate is very personable and smart. Explains things in a way you can understand. We trust him 100% with our money. Highly Recommend .
We are so happy we moved to BMM! Nate is fantastic. He is friendly, smart and always knows how to help us with our long term financial needs. We are doing so much better since moving to them than we were doing on our own. We highly recommend using them to support your financial planning goals.
I have been very happy at BMM. Nate is always available, explains my options and reviews with me how my portfolio is doing in meeting my goals. Most importantly, I always leave feeling confident in the plan. I recommend BMM and Nate Tomkiewicz highly.
Been with Berkshire Money Management for a couple years now and have had a very positive experience with everyone I’ve interacted with and would recommend them to anyone looking for investment advice.
We highly recommend Berkshire Money Management. Two years ago we had a death in the family that went into a protracted probate. We knew we were in over our heads, and began a search for a financial planner who would help us navigate the process. After considerable homework, we found Berkshire Money Management. Nathan not only helped us map out our finances, but also assisted us with finding an estate attorney and an accountant. They also have a team dedicated to college planning that assisted us with school affordability, scholarships and sources of financial aid, as our daughter was applying to colleges. Berkshire Money Management is the whole package, and we recommend them to anyone in need of financial guidance.
Working with Nate has been a great experience. His team is extremely knowledgeable, easily accessible, and provides a wide array of services. We know the financial future of our family is in the best hands with BMM.
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