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.									

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										I partnered with Berkshire Money Management primarily to get peace of mind as I worked my way through some significant financial decisions and in preparation for retirement. They have provided not only peace of mind, but the confidence that my assets are in good hands. Quarterly reviews with my financial advisor assure me that BMM has my interests in mind. And if my advisor has any question about his advice or if I have questions he cannot answer, there are several others in the organization that are ready to jump in. BMM is also a fiduciary, which is very important to me. I highly recommend BMM.									

										Peter and his team are dream to work with. Couldn’t imagine using anyone else to handle my business									

										We want to thank Peter Coughlin for taking care of our retirement. Even during the covid market he was reassuring. He was right. Thanks again to Peter and Berkshire money management									

										Berkshire Money Management has provided us exceptional support  throughout the years. We really appreciate the breadth of services provided with our investments. Also, they are extremely responsive when we ask for help in any way. Thank You!									

										Becoming clients at Berkshire Money Management is perhaps the smartest financial decision we’ve ever made. We enjoy working with Peter and the entire team. Our retirement nest egg has grown significantly in spite of our drawing down on it as a retirement income source. Our regular reviews and assessments have been spot on and give us the confidence and peace of mind that is so essential to an enjoyable retirement.
Thank you BMM, Bob and Mary Edwards									

										This is the place to go with any money questions or concerns. Everyone at the Dalton office is super helpful. I really trust BMM. They look after your money and they care about you!									

										Berkshire Money Mgmt. has been providing me with financial guidance since retiring over 8 years ago. In that time, through the guidance of Peter, as well as the savvy investing strategies that Allen pursues, I have enjoyed the financial freedom to live a worry- free retirement.
An added bonus is interacting with his capable and wonderful supporting cast of truly pleasant people.
I highly recommend BMM!									

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										Peter Coughlin is our family’s financial advisor with Berkshire Money Management.  He is attentive to detail with our accounts and is a pleasure to work with.  If a question arises or there is a change in market conditions, he gives us a phone call to discuss it.  Peter has consistently grown the value of our accounts. We have developed a personal relationship that I appreciate.									

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										My wife and I have been clients of Berkshire Money Management (BMM) for over 10 years, and Peter Coughlin has been our advisor for more than half that time.  We are grateful for Peter and the BMM Team for guiding us into retirement, and beyond.  When you are preparing to retire, you always ask, “do we have sufficient assets to retire, and will we be able to do the things we’ve dreamed about doing”?  Its not a simple question to answer.  But Peter, along with Zack and Lauren, asked the right questions, crunched the numbers, and answered with a resounding “Yes”.  But they also developed and documented our financial planning “tools” for investing, spending, and Social Security that give us the continued confidence to enjoy travel, family and fun in our retirement years. (I use the word “tools”, because this is not a rigid prescription, but a flexible planning model that can change as your plans and dreams change.)
That’s the financial piece of retirement.  But there’s more to retirement than just the financial plan.  There’s Estate planning, the legal documents (POA’s, Health Care Proxies, Wills and Trusts), Health Insurance, and Social Security.  Berkshire Money Management has helped us with all of that, so we have a complete guide for now and beyond.
Along the way, we meet regularly with Peter; a couple of times a year, for portfolio reviews, future plan updates, and life-change updates.  Peter is always prompt to guide us, or schedule us with the appropriate expert, so we can complete the next steps.  He, of course, is available any time, if we have questions or need advice.
Do we pay attention to our investments?  Yes, of course.  It’s not that we worry but we’re curious about their performance.   Because of BMM, with Peter’s guidance, we have confidence that our financial, retirement, and estate plans are solid and strong.
We’ve recommended Peter and BMM to our family, and they’ve become clients too.  Whatever your age, if you are thinking about your financial future, we recommend you give Berkshire Money Management a call.									

										We chose BMM on the recommendations of a friend and it was a most fortunate decision. Every interaction with our personal advisor Peter Coughlin was handled with deep financial insight, attention to detail and sensitivity to our personal needs and goals. Peter and the entire BMM       team provided a steady hand on the rudder, helped to build and sustain our financial wellbeing and most importantly, allowed us to navigate retirement with confidence and peace of mind.									

										Our family is extremely satisfied with Berkshire Money Management.  We can't say enough good things about our financial advisor Peter Coughlin.  He manages our portfolio with expertise, makes educated recommendations and also values our needs. The entire staff is friendly and always helpful.  We highly recommend Berkshire Money Mangement.									

										We have been clients of Berkshire Money Management for nearly 10 years and could not be happier with their service.  Peter Coughlin is our Advisor and is extremely knowledgeable in providing guidance.  Our accounts continue to perform very well - usually outperforming the overall market.  Peter, Allen Harris and the entire team at BMM are tops in their field, and we wouldn't think of turning to anyone else for financial advice and wealth management. Highly recommend!									

										Really can’t say enough good things about Berkshire Money Management. The whole staff is friendly and is easily accessible. We have been with this group for several years and our financial advisor Peter Coughlin clearly understands our needs, makes useful recommendations and manages our portfolio with expertise. I highly recommend this management team.									

										I have been with Berkshire since 2009 excellent company and Peter Coughlin as my adviser.									

										I have been with Berkshire Money Management since i retired from Crane & Co. Inc. and there are always ready to help me with my investments and emergency money needs, Always fast.
My investments have always gained as they know when to sell and buy to grow your funds									

										Very happy working with Peter									

										Peter Coughlin was very helpful and thorough with all of our questions and concerns.									

										Excellent personal service.  We have a close, personal relationship with Peter who is super responsive and attentive to our needs and our portfolio.  We have been pleased with investment results over many years and highly recommend him.									

										When I was with 2 other brokerage companies, I would get a call from someone who said they were my new account manager and  wanted to get caught up.  Not at BMM. Peter has been on top of my account for many years, keeping us aware of positive and negative events that could affect account and provide adjustments. Certainly pleased with BMM and Peter for their services, support,  professional, and personal attention to our particular needs.									

										Over the last 8 years, my wife & I have experienced a consistent, honest & conservatively recommended approach based on our age & changing circumstances.
Our financial advisor at Berkshire has helped educate us on a wise financial approach & attitude toward our finances and investments.
Our confidence in Berkshire has been based not only on our own experience, but also on the experiences of the extended family members who initially recommended Berkshire.
Additionally, our Berkshire advisor and the Berkshire team have maintained an open communication and have demonstrated expertise and patience in the process of transferring assets from 2 other investment firms. This demonstrates our level of trust & confidence in Berkshire which have been consistent throughout. We have also valued the multiple services offered & would highly recommend the Berkshire group to anyone!
We have recommended the Berkshire organization to many of our friends based on our experience.
One last note-- we value the personal attention provided through our Berkshire advisor which is uncommon among the larger investment firms.									

										I moved my Retirement fund to Berkshire Money Management in 2018. The focus and interaction with the BMM financial group has been more than our previous experience. Peter Coughlin and his team have provided us with a piece of mind that, in spite of the volatility in the markets, they had a specific plan for us and guided us with great customer service. The convenience of having someone “Local” is a bonus. Peter is accessible and proactive in reaching out to us on a regular basis. Thank you BMM – Bob & Peg Cimini									

										Peter and Berkshire Money management has been a wonderful financial advisor. Peter has a clear understanding of our financial needs and our goals and has provided us with sound financial advise and guidance.
We highly recommend Berkshire Money Management and their services and look forward to working with Peter way into the future.
MEC/FJC									

										Peter at Berkshire Money Management has been a pleasure to work with throughout the years. The attention to detail and sincere thoughtfulness of our family and future goes well beyond the “typical” Financial Manager.
The ENTIRE Staff at BMM is extremely helpful and we are happy to be part of their “family”.
Matthew P.									

										My wife Sharon and I started working with Peter Coughlin and his team at Berkshire Money Management while going into retirement a couple years ago, and we couldn’t be happier! Coming from a mostly faceless advisor it’s been a real treat. In addition to knowing our finances are being managed well, based on updates and in-person meetings, we are very appreciative of the BMM retirement platform. This includes estate planning, which along with Peter’s great communication and guidance, helped us complete our future plan and goals. He and the rest of the BMM team also gave us the strategy to optimize our Social Security benefits with direction on when and how to file our claims. Thanks to their efforts and guidance we are confident in our financial future. Well done BMM!									

										Thank you Peter for your visit.  As always, very informative and quick to answer our concerns and questions.  We are very pleased with you and Berkshire Money Management in how you have handled our accounts.  Here's hoping its another prosperous year.
Sincerely
Jim & Kim Kuni									

										We met with Peter C. whom we have known and dealt with over the years at Berkshire Money Management.  We felt very secure with Peter's suggestions as to how to invest our money.  Thank you Peter and thank you Berkshire Money Management.  They make you feel like family and they provide an awesome service.									

										Nothing but positive to say about this group. Excellent investments and Peter and staff are very accommodating and thorough. Great experience.									

										BMM has managed my finances for decades and done a terrific job.  Fantastic customer service!  I would highly recommend.									

										BMM has a staff that is always courteous and knowledgeable.
as well as accommodating. Retiring can be overwhelming when considering all the variables for our future. BMM will help find options and guide you to make informed decisions about Medicare premiums, when is the best time to take social security, and how to plan your future. My wife and I have been with Berkshire Money Management for years and are very happy with their service, advice, and results. Scott Little, Zack Marcotte and Lauran Rosso Beckett are a Powerhouse, and I don’t believe we could want for a better financial team.									

										I have been involved with Berkshire Money Management for just over a year. My experience has been excellent. The management of my finances has been profitable but the relationships and trust that I have established give me comfort in knowing that it is not just my finances being managed but also my families well being. They are local people who care about their neighbors.
Peter Coughlin and Holly Simeone have been very attentive and helpful with any and all questions and concerns I have had.
I look forward to continuing my successful  relationship with the entire crew at BMM.									

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