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Financial & Insurance Services in Berks County
511 local Financial & Insurance Services in Berks County, with reviews, hours, and contact info.
Find Financial & Insurance Services in Berks County
4.9(581)
Peter Shaw - GEICO Insurance Agent in Wyomissing, PA, offers personalized insurance services with friendly, knowledgeable staff specializing in cost-saving bundles. Clients appreciate their accessible, family-friendly office and the agents' expertise in explaining coverage options clearly.
Insurance Agents/Brokers
4.5(278)
Diamond Credit Union is a member-owned financial cooperative in Wyomissing offering checking and savings accounts, certificates, auto, mortgage and home equity lending, business accounts, cards and digital banking. Members praise the friendly, efficient staff for smooth account openings and attentive help with fraud and technical issues.
Credit Unions · Banks
1.7(270)
The Loomis Company, located in Wyomissing, PA, is an insurance agency that offers personalized assistance and support through dedicated staff like Jamie Ross. They provide coverage solutions while encouraging proactive communication for successful claim processing.
Insurance Agents/Brokers
4.6(258)
G L Public Services Financial Group is a downtown Reading insurance brokerage and financial services firm handling individual and small business tax preparation. Longtime clients cite knowledgeable, professional preparers, a welcoming office, and efficient sit-down appointments that explain returns line by line.
Insurance Agents/Brokers · Accountants
4.8(244)
Utilities Employees Credit Union is a member-owned credit union in Wyomissing offering savings and checking accounts, certificates, IRAs, credit cards, consumer and mortgage lending, and online and mobile banking. Members cite knowledgeable, friendly staff, competitive loan and deposit rates, and proactive fraud alerts with card freeze capability.
Credit Unions · Banks
4.9(243)
Chester Perfetto Agency Inc in Wyomissing specializes in Medicare and insurance guidance, known for expertise, clear communication, and significant cost savings. Clients commend the team for their professionalism, thoroughness, and reliable service.
Insurance Agents/Brokers
4.9(242)
Spotts Insurance is an independent brokerage in Wyomissing offering auto, home, renters, landlord, umbrella, life and commercial coverage shopped across multiple carriers. Clients cite agents by name for finding real savings, handling paperwork quickly, and advocating for them through claims.
Insurance Agents/Brokers · Real Estate Agents/Brokers
4.5(237)
First Commonwealth Federal Credit Union is a member-owned financial cooperative in Wyomissing offering checking, savings, money market accounts, certificates, retirement accounts, and loans. Members highlight knowledgeable, no-pressure staff, the Kasasa reward checking program, and a real-time mobile app with card controls and fraud alerts.
Credit Unions · Banks
5.0(231)
Trego Insurance Agency LLC in Wyomissing is known for its responsive and knowledgeable team, offering tailored insurance solutions that save clients money and streamline their coverage process.
Insurance Agents/Brokers
We are hiring
5.0(223)
Reich Insurance, Inc. in Reading offers personalized and affordable insurance solutions with a reputation for friendly, responsive, and professional service. Clients appreciate their seamless claims support, significant cost savings, and knowledgeable staff, particularly lauding Judy Juzefyk's expertise.
Insurance Agents/Brokers
Verified
4.9(189)
Everything we do is focused on giving you a better insurance buying experience. Founded in 2008, Blue Marsh Insurance is a family-oriented independent insurance agency offering a variety of insurance options. From home, auto and life insurance to business insurance, health and Medicare insurance, we are here to protect everything that is important to you.
Insurance Agents/Brokers
We are hiring
4.8(182)
Diamond Credit Union in Birdsboro, PA, offers reliable financial services with exceptionally knowledgeable staff known for their personalized assistance and swift fraud support. Customers appreciate the inviting, family-friendly atmosphere with unique amenities like a pet-friendly lobby and kids area.
Credit Unions · Financial Advisors
5.0(176)
Brian Kilpatrick at Comparion Insurance Agency in Wyomissing offers expert insurance solutions with a focus on customer care and cost-effective coverage. Known for personalized service, Brian and his team excel in promptly addressing client needs and securing better rates.
Insurance Agents/Brokers
4.8(175)
Brandon Hanson - State Farm Insurance Agent in Wyomissing is known for friendly, expert guidance on insurance options, ensuring quick and seamless policy management and substantial savings through strategic bundling.
Insurance Agents/Brokers
4.9(157)
Seth Walizer - State Farm Insurance Agent in Wyomissing offers comprehensive insurance solutions, praised for exceptional customer care and competitive savings. Esteemed for knowledgeable, client-focused service, they efficiently handle claims and optimize policy bundles for substantial cost reductions.
Insurance Agents/Brokers
4.7(155)
Diamond Credit Union in Temple is lauded for its welcoming and knowledgeable staff who deliver efficient and personalized banking services. Customers appreciate the calm branch atmosphere and the team's commitment to smooth banking experiences.
Credit Unions · Banks
5.0(154)
Guild Mortgage - Tanya Mace in West Lawn, PA, is a top-tier mortgage lender renowned for its expert guidance and personalized service, featuring a supportive team and seamless digital tools. Clients appreciate Tanya's responsiveness and the smooth, quick process from pre-approval to settlement.
Mortgage Lenders
5.0(149)
Blue Marsh Insurance, Inc. in Morgantown provides personalized insurance solutions with highly knowledgeable agents praised for their responsiveness and significant cost savings. Clients appreciate the seamless digital paperwork and the variety of coverage options from multiple carriers.
Insurance Agents/Brokers
4.6(126)
Discovery Federal Credit Union is a member-owned financial cooperative in Wyomissing offering savings and checking accounts, certificates, and loans. Members highlight friendly, knowledgeable staff, competitive loan rates, quick in-branch service, and convenient online account setup and mobile banking.
Credit Unions · Banks
4.5(126)
Mariner Finance in Wyomissing, PA is a mortgage lender known for fast loan approvals and funding, with standout service from staff like Victor and Cinnamon.
Mortgage lender
5.0(121)
Fidelis Mortgage Corporation in Wyomissing offers expert mortgage lending services, known for responsive support and seamless processes from start to finish. Dustin and his team excel in providing clear guidance and securing competitive rates, making home financing stress-free.
Mortgage Lenders
4.9(121)
Spotts Insurance Group Inc in Temple provides expert auto insurance with a team praised for friendliness, professionalism, and personalized support. Renowned for proactive savings and clear communication, their agents ensure a smooth and informed experience.
Insurance Agents/Brokers
4.8(110)
CrossKeys Insurance Inc is an independent agency in Reading placing auto, home, umbrella, life, and specialty coverage through multiple carriers for households and businesses. Clients cite knowledgeable, named agents, easy policy transfers, and competitive rates with responsive follow-up.
Insurance Agents/Brokers
5.0(107)
Sunshine Newton - State Farm Insurance Agent is a woman-owned Leesport agency writing auto, home, life, pet and commercial coverage for individuals, families and small businesses. Clients highlight the team's clear explanations, personalized policy reviews, hands-on claims support and a welcoming, community-minded office.
Insurance Agents/Brokers
We are hiring
4.8(107)
Gallen Insurance is an independent agency in Shillington, brokering auto, home, commercial, and life coverage through multiple carriers. Clients cite responsive agents, clear guidance, and quick quotes that often lower premiums without reducing coverage.
Insurance Agents/Brokers
We are hiring
Financial & Insurance Services Guides and Advice
From the blog
How to Choose a Financial Advisor in Berks County
How to choose a financial advisor in Berks County: what fee only and fiduciary mean, how advisors are paid, how to check an advisor's record for free, and the questions to ask at the first meeting.
From the blog
Insurance Claim Denied? What to Do Next in Pennsylvania
What a denial letter has to tell you, how to ask your insurance company to look again, how to file a complaint with the Pennsylvania Insurance Department, and the two deadlines that can end a claim.
From the blog
Landlord Insurance in Berks County: What Changes
Why a homeowners policy stops describing a house once you rent it out, what a dwelling policy covers instead, how lost rent gets paid, and when an umbrella belongs on top.
From the blog
Safe Deposit Box Cost in Berks County and What to Keep
What a safe deposit box costs at Berks County banks and credit unions, what to keep in one, whether it's insured, and Pennsylvania's inventory rule after a death.
From the blog
Renters Insurance in Berks County: What It Costs
What a renters policy costs in Pennsylvania, what its list of sixteen causes covers, where the water gap sits, and why a Berks landlord puts the line in your lease.
From the blog
Overdraft Fees and Free Checking at Berks County Banks
What an overdraft fee costs at Berks County banks and credit unions, how to stop debit card and ATM overdraft fees, and checking accounts that can't charge one.
From the blog
How to Open a Bank Account for a Minor in Berks County
How to open a bank account for a child or teen in Berks County: joint or custodial, the ages banks and credit unions set, what to bring, and credit at 18.
From the blog
Flood Insurance Cost in Pennsylvania: A Berks County Answer
What Berks County flood policies cost, how to check an address on FEMA's map, what a lender requires, the basement rule, NFIP vs private, the 30-day wait.
From the blog
Medallion Signature Guarantee in Berks County
Where to get a medallion signature guarantee in Berks County, why a notary stamp won't do, what to bring, and what a cashier's check or money order costs.
From the blog
Does Homeowners Insurance Cover Water Damage? A Berks Answer
Which water a standard policy pays for (a burst pipe, a failed heater), which it never does (flood, sewer backup, groundwater), and the add-ons to ask for.
From the blog
Notary in Berks County: Where to Go and What It Costs
Where to get a document notarized in Berks County, from your own bank to Saturday and Sunday options, what Pennsylvania lets a notary charge, and what to bring.
From the blog
How Much Is Car Insurance in PA? A Berks County Answer
The state's average per insured car, why a Berks address moves it, what a ticket or a teen adds, the discounts the law requires, and how to compare quotes.
From the blog
HELOC vs Home Equity Loan for a Berks County Homeowner
A line of credit or a one-time loan against your house: which fits your project, how much you can borrow, what it costs, and what to ask a Berks lender.
From the blog
Why Did My Insurance Go Up? A Berks County Answer
Rates rose statewide, and the law says what your renewal must show. What moves a Berks premium, the rules on claims and credit, and how to re-shop it.
From the blog
Mortgage Pre-Approval in Berks County: What Lenders Ask
What a pre-approval letter is, the documents Berks lenders ask for, how long it takes and lasts, what it does to your credit, and how to pick a lender.
From the blog
What Does Homeowners Insurance Cover in Berks County?
The six coverage lines on a standard policy, how a claim is paid, and the gaps that matter in Berks: flood, sewer and sump backup, wear and age, old codes.
From the blog
Pennsylvania First-Time Home Buyer Programs in Berks County
Pennsylvania's help for first-time buyers is mostly PHFA loans, not grants. Here are the Berks income and price limits, the down payment help, and who to call.
From the blog
Pennsylvania Car Insurance Requirements, Explained for Berks
The three coverages Pennsylvania requires on every car, the choices around them (tort, uninsured motorist, stacking, collision), and what a lapse costs.
From the blog
How Much Money Is Insured by FDIC and NCUA in Berks County
FDIC and NCUA cover $250,000 per person, per institution, per ownership category. Here's how a Berks couple with $600,000 can keep every dollar insured.
From the blog
Best Insurance Agents in Berks County, PA
Fifteen Berks County agencies whose customers describe the same things: someone answers, explains the coverage, finds a better rate, and helps on a claim.
From the blog
How to Join a Credit Union in Berks County
You don't need a particular employer. Two take anybody in the county, and at the rest you get in through a job, a relative, or a group you join yourself.
From the blog
How Much Is Homeowners Insurance in Berks County?
The Pennsylvania average by how much the house is insured for, where a Berks house lands, what moves the number, and how to compare quotes fairly.
From the blog
How to Switch Banks Without Missing a Payment
The order that keeps a payment from slipping: list everything, move the deposits, then each company, and keep the old account funded until the last clears.
From the blog
Full Tort vs Limited Tort in PA, a Berks County Answer
What each tort option keeps and gives up under Pennsylvania law, the exceptions, the 40 percent rule on four coverages, and how to get both prices.
From the blog
What You Need to Open a Bank Account in Pennsylvania
Two forms of ID, proof of your address, your Social Security or tax number, and a small deposit. Plus what to do if a bank closed your account before.
From the blog
How to Choose an Insurance Agent in Berks County
Every Pennsylvania agent holds the same license. What separates them is six questions, what they do at renewal, and how they handle a switch. Ask these.
From the blog
Credit Union vs Bank in Berks County: Which Is Better
The structural difference between a credit union and a bank, who can join one in Berks County, how deposit insurance works at each, and what decides it for you.
From the blog
Do You Pay an Insurance Agent? How Agents Get Paid in PA
No. For a home or car policy the insurer pays the agent a commission out of your premium. What that commission is, when a fee is legal in Pennsylvania, and what you get for it.
From the blog
Which Banks and Credit Unions Are Based in Berks County
Every bank and credit union with an office in Berks County, grouped by where its headquarters sits, and what a local headquarters does and doesn't tell you.
From the blog
Medicare Plans in Berks County: How to Compare Them
The two ways to take Medicare, the supplement window that starts once and doesn't come back, what to do if you're still working at 65, and where a Berks County counselor will sit down with you for free.
From the blog
Business Bank Account Requirements in Berks County
What to bring to open a business bank account in Berks County, what business checking costs at seven local banks and credit unions, and what counts as an item.
From the blog
Independent vs Captive Insurance Agents in Berks County
What captive and independent insurance agents are, when each fits a Berks County household, the questions to ask, and how to check any agent's Pennsylvania license.
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Financial and Insurance Services in Berks County
Household money and business finance share this category, which spans everyday banking, insurance coverage, retirement planning and home loans across Berks County.
Berks County Banks and Credit Unions
Banks and credit unions keep branches in downtown Reading, in the shopping plazas of Sinking Spring and Muhlenberg Township, and in smaller boroughs such as Leesport and Robesonia. ATM locations are listed alongside the branch networks.
Insurance Agents, Financial Advisors and Lenders
Insurance agents and brokers quote auto, home, life and commercial policies from offices based in the county rather than a distant call center.
For the longer horizon, financial advisors and investment services manage retirement accounts and portfolios, while mortgage lenders handle purchases and refinancing for buyers throughout the county.