MyBanker Financial Planning Services

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Free personalized financial planning


The MyBanker service from Berkshire Bank is a free financial counseling service to help customers navigate through their next big financial life stage. Consider these services if you are planning to start or expand a business, get married, grow your family, need help planning for retirement and so much more. Explore perks of this service and fill out the form below and a MyBanker will contact you.
 

Bank like royalty

Enjoy one point of contact, exceptional service, special perks, as well as visionary advice and education when it comes to your finances.

Get financial coaching

Draw on expertise of a team of specialists to take both a defensive and offensive approach.

You're more than a number

Enjoy priority service, regardless of wealth or income.

Open Eligibility

MyBanker is available to everyone interested in a committed banking relationship.

Free Service

What does MyBanker Cost? Zero. Zilch. Nada.

How it helps

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Caters to you with priority service
Plans realistically
Makes the most out of your money
Maps your journey
Ensures your future is in control
Helps you live confidently

What people are saying

Brian Davis has been super solid for our business. He's available for quick or long questions, always helps us out, and makes us feel right at home. We're really excited to continue to grow with Berkshire!
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Jeremy is my in-house guide and problem-solver within the growing Berkshire Bank organization, making it easy and pleasant to do business in a growing number of areas.
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Ready to get started?

Meet Our Team

Get Started with MyBanker

We'll change the way you think about banking.

The following form includes a CAPTCHA. For help accessing this form, please call 800-773-5601.

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Banking products are provided by Berkshire Bank: Member FDIC. Equal Housing Lender. Berkshire Bank is a Massachusetts chartered bank. MyBanker priority service and perks are dependent upon a full financial relationship commitment and may vary per individual. Nonrelationship clients may be transferred to a traditional branch service delivery channel.