We are an alliance of two storied companies, Lee Bank and St. Germain Investment Management, companies with shared community and client values. Thousands of clients have trusted us to guide and advise them on their financial objectives.
Our experience in banking, financial planning and wealth management spans generations.
Learn more about what sets October Mountain Financial Advisors apart from the rest and the important reasons why.
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 that can help achieve your financial goals.