Skip to main content

Berkshire Investment Group

   AccountView Wealth Vision

Berkshire Investment Group

  • Home
  • Come On In 
    • The Berkshire Difference
    • Meet Our Team
    • Why Choose a CFP Professional
    • Why Choose an AAMS® Designee
    • Why You Should Choose an CRPC®
    • Strategic Partners
  • How Can We Help You? 
    • Comprehensive Financial Planning
    • Retirement Accumulation/Income Planning
    • Investment Management
    • Tax Strategies
    • Insurance Planning
    • Corporate Retirement Plans
  • Client Center
    • Become a Client
    • Account View
  • Resources
    • LPL Research
    • LPL Educational Videos
    • Financial Education
    • Market Data
  • Process
  • Products and solutions 
    • Invest
  • Let's Talk
    • Contact
    • Request an Appointment

Home_Hero_Door.jpg

    You are here

  1. Home
  2. Products and solutions

Products and solutions

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. That’s where a financial planner can help. Financial advice should help you choose only those products that meet your current and future goals.

Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select only those that address your unique situation.

A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or ensuring a family is financially protected. Business owners might want to consider products and services that reward hard-working employees, no matter the company’s size and focus.

  • Insure
  • Manage

610-371-0665 (p)
610-376-2492 (f)

1408 Penn Ave.
Wyomissing, PA 19610

nick.crosby@lpl.com

Request an Appointment

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, CT, DC, DE, FL, GA, IN, IM, KY, MA, MD, ME, MI, NC, NJ, NY, PA, OH, SC, TX, VA, WA, WI

LPL Financial Form CRS

© 2025 Berkshire Investment Group. All rights reserved.

Website Design For Financial Services Professionals