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Zack Marcotte

Director Of Financial Planning

Berkshire Money Management Inc

United States, Massachusetts, Dalton

About Me

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.

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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