Our RIA-Broker/Dealer

Our Broker/Dealer

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, MA, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. BerkshireBanc Investment Services and Berkshire Bank are not a registered broker/dealer or registered investment adviser. Berkshire Bank and Commonwealth are separate and unaffiliated entities.

Berkshire Bank and Commonwealth are engaged in a referral arrangement where Berkshire Bank refers potential clients to Commonwealth. Berkshire Bank receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Advisor is also an employee of Berkshire Bank, Berkshire Bank receives a substantial percentage of such fees and commissions. These payments create a financial incentive for Berkshire Bank to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. Berkshire Bank is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local business are reviewed.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

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Form CRS: Client Relationship Summary