Berkshire Money Management

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

At Medallion Wealth Advisors, we offer personalized financial planning services to help individuals, families, and businesses reach their financial goals. From retirement planning and investment strategies to tax optimization and wealth management, we provide expert guidance tailored to your unique needs. Our goal is to simplify your financial life, protect your assets, and grow your wealth with confidence. Whether you're planning for the future or managing current finances, were here to support you every step of the way. Trust a dedicated financial advisor to provide clear, professional advice that puts your best interests first.

Financial planning services. Our service department can tailor a program to meet your needs in areas such as payroll processing and bookkeeping at your site or ours. We can assist you with concerns of payroll compliance and choosing the appropriate technology for your organization.