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.
“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.”
Gary M. Schiff, Managing Director, Financial Advisor
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.