Berkshire Advisors Inc. is pleased to provide a variety of services to our existing and prospective clients. We have coordinated a range of investment and financial services catered to your needs. We’ve listened to investors and understand your needs.
Our focus is on consolidating your life’s financial, investing, business, and administrative tasks.
- 401(k) Plan design – Saving your Business Money
- Simple IRA’s, Roth IRA’s & Pension Rollovers
- Medical Benefit Review
- Business Succession Planning
- Insurances – Buy/Sell insurance, Key Man Insurance