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About Us

Financial Planning

Move closer to your goals with our advisors' wealth management strategies. 
Where You Invest Matters.
Berkshire Bank offers tailored financial solutions designed to meet your unique needs. We’re not just a bank, we’re a partner in your financial journey.

We invest a lot of time in getting to know you.

With so many savings and investment options available, we take time to learn about our specific goals and discuss the best way to reach them.
Begin your relationship with a face-to-face meeting with a Berkshire Bank advisor.
Discuss your personal goals, such as buying a home, attending college, and retirement planning.
We'll evaluate your risk tolerance and go through a detailed data collection process.
Review of your estate plans and investment portfolios to ensure tax efficiency
Meet our Wealth Management Team

Why choose Berkshire Bank

Personalized service, tailored solutions and trusted advice
 
Flexible and convenient solutions to simplify the banking experience
 
Responsive, dedicated and trusted relationship management
 
Industry-leading experts help you navigate your financial journey
 
Local decision-makers know what’s important to you and your community
 

Berkshire Bank is a full-service financial institution with branches in MA, CT, VT, NY, and RI.