Berkshire Money Managemen Adviser Gains Designations

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DALTON, Mass. — Zack Marcotte, a financial adviser on the Berkshire Money Management team, has been awarded the Accredited Investment Fiduciary designation as well as the Accredited Wealth Management Advisor designation. 

The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. It is the culmination of a rigorous training program. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation. 

The AWMA designation requires completing a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives and culminates with a complex exam that encompasses "real life" situations. Designees must renew their designation every two years by completing 16 hours of continuing education.

"The financial world isn't getting any easier for families to navigate," Berkshire Money Management founder and CEO Allen Harris said. "Once upon a time, financial advisors just picked investments and called you once per quarter. People like Zack know that’s old school. Today we find that investors, especially those with more assets, need a suite of services."

A native of the Berkshires,Marcotte began working at BMM while he was still in high school. Over the next decade, he was an integral part of building the firm (literally) from the ground up. He attended MCLA while still working with the seasoned team at BMM and earned his bachelor of business administration. He now serves as a financial adviser specializing in retirement planning.

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Greylock Federal Credit Union Reopens Kellogg Street Branch

By Jack GuerinoiBerkshires Staff

A crowd gathers for the grand reopening of the Kellogg Street branch.
PITTSFIELD, Mass. — Greylock Federal Credit Union returned "home" with the grand opening of its newly renovated Kellogg Street branch that also houses the new Community Empowerment Center.
 
"Why did we invest millions here?" John Bissell, president and chief executive officer, asked before Monday's ribbon-cutting. "Because this is our home. This was Greylock's first home. This nieghborhood has been our heartbeat since 1935."
 
The expanded and renovated building will not only offer typical banking services but also free counseling to help residents with their financial futures. 
 
Vice President of Administration Jamie Ellen Moncecchi said Greylock looks to give residents in need the tools and resources to help them navigate their financial lives. She went on to say the center will offer free community education, budgeting and credit building classes, and loan coaching.
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