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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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Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. | Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. | Industry registrations, designations, recognitions or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the granting entity or any regulatory authority. A detailed description of listed professional designations is available upon request on in our firm’s Form ADV Part 2B. | Form additional important information please review Advisers Form ADV Part 2 and Form CRS disclosures. | Adviser is not affiliated with Wealthtender or any of its affiliates. Usage by Adviser of the Wealthtender platform should not be construed as an endorsement of Adviser or recommendation by Wealthtender to retain the Adviser. | Client or third-party reviews aggregated and displayed by Wealthtender may originate within or outside the Wealthtender platform.
BS, Business Administration, Massachusetts College of Liberal Arts
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By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
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.
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 could not be happier with Berkshire Money Management. Last year, I found myself in an unexpected and complicated financial situation with no advisor. I called BMM, and Nate Tomkiewicz and others on the BMM team mobilized immediately, going way above and beyond to successfully navigate all of the issues and hurdles — all the while ensuring that I was well informed and involved in all decisions. Engaging BMM was the best thing I ever did — I wish I had done it sooner!
After being with a large NY financial firm for many years we felt it was time for a change and started the process to find new advisors. We interviewed several large and small firms and, after several meetings with Peter and Nate, decided on Berkshire Money Management for many reasons. First and foremost was their knowledge of financial markets and their philosophy of money management. As they say, “the proof is in the pudding” and the pudding has been beyond our wildest expectations. But the bonus has been how Peter and Nate got involved with and helped us with all aspects of our financial lives from estate planning to gifting to even helping our granddaughter through the college admissions process. We are thrilled with Berkshire Money Management and thankful to have Peter and Nate in our lives. We feel we are so lucky.
Pommy and Jerry Levy
My experiences with Nate and Berkshire have been exceptional. Nate, and each staff member, take time to identify and support your individual needs. Their experience and advice is consistent and offered in transparent terms.
They reflect the values of honesty and transparency that you look for in a company.
Professional, prepared, and provides top service and performance. Nate is easy to work with, listens to you, and get results. He responds to your timetable and has experience which is often helpful to my particular circumstance.
The team is transparent and honest, which is always greatly appreciated.
Nate and Berkshire, recommend highly!!
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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