As Director of Financial Planning, Zack helps recent retirees and people nearing retirement envision their next chapter and create an actionable plan to achieve it. He is especially interested in tax planning and guiding doctors to reach their retirement goals. As part of the Foundation for Financial Planning, he also provides free financial plans for domestic abuse victims, cancer patients, and wounded veterans.
Zack Marcotte
Director Of Financial Planning
Berkshire Money Management Inc
United States, Massachusetts, Dalton
About Me
Profile Information
Director Of Financial Planning
Berkshire Money Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dalton
Massachusetts
United States
Aug 8, 2024
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