We are an alliance of two storied companies-Lee Bank and St. Germain Investment Management-firms with shared community and client values. Thousands of clients have trusted us to guide and advise them on their financial objectives. From Sheffield to Williamstown and towns beyond Berkshire County, October Mountain Financial Advisors welcome the opportunity to work with you, to craft a strategic plan to help achieve your financial goals.
The industry is ever more complex than it was those many decades ago. But the concepts of meeting one's financial goals via asset allocation, reasoned security selection, diversification and most of all-patience-will never go out of style.
The industry is ever more complex than it was those many decades ago. But the concepts of meeting one's financial goals via asset allocation, reasoned security selection, diversification and most of all-patience-will never go out of style.
Services
A key detail about us is this: the assets that matter the most are our clients and our colleagues. Because of this commitment, we've created a culture that encourages dialogue across all our departments. From our managing director to the portfolio managers, our financial advisors to client services, all clients have access to the decision makers and professionals who manage your investable assets.
October Mountain Financial Advisors is happy to announce, once again, our involvement as the corporate sponsor for the popular, immersion event, Food for Thought held at Hancock Shaker Village. Our most recent "reboot" featured Ms. Dorinda Medley, author-entrepreneur and former cast member [7th season] of the popular show, The Housewives of New York City on BravoTV.
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