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.
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
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.
Who we serve.
Are not FDIC insured | Are not deposits | May lose value |