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Item 1 Cover PageBerkshire Money Management, Inc. 161 Main Street, Dalton, MA 01226 18882326072 www.berkshiremm.com August 13, 2024This Brochure provides information about the qualifications and business
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Berkshire Money Management Inc. is a financial advisory firm that provides investment management and financial planning services to individuals and institutions.
Individuals or entities that have accounts or investments managed by Berkshire Money Management Inc. may be required to file relevant documents such as tax returns or compliance forms, depending on their financial activities and regulatory obligations.
To fill out any forms related to Berkshire Money Management Inc., clients should provide accurate personal and financial information as requested in the form, ensuring that all sections are completed to avoid processing delays.
The purpose of Berkshire Money Management Inc. is to offer comprehensive financial services, including investment management, retirement planning, and wealth management, aimed at helping clients achieve their financial goals.
Clients must report information such as account balances, transaction histories, investment goals, and changes in financial status to Berkshire Money Management Inc. for effective management of their accounts.
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