103 West Park St.,
Lee, MA
(413) 243-4331
octobermountainfa.com
Hours of Operation
Monday – Friday: 9:00 am – 5:00 pm
A key detail about October Mountain is this: the assets that matter the most are their clients and their colleagues. Because of this commitment, they have created a culture that encourages dialogue across all their departments. From their managing director to the portfolio managers, their financial advisors to client services, all clients have access to the decision makers and professionals who manage your investable assets. Their knowledge and experience covers 4 areas: portfolio management, financial planning, trust and banking services. The values they nurture – trust, honesty, transparency, working in your best interest – are shared by each of them.