Financial Advisors in Berks County

154 local Financial Advisors in Berks County, with reviews, hours, and contact info.

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    Dennis B Pellegrini Peak Brokerage Services LLC Financial Planner logo
    5.0(1)

    Dennis B Pellegrini Peak Brokerage Services LLC in Reading offers personalized financial planning, with a reputation for professional, impactful guidance and dedicated client support.

    Financial Advisors · Consultants · Investment Services
    Edward Jones - Financial Advisor: David C Doll, AAMS™ logo
    5.0(1)

    In Hamburg, PA, Edward Jones - Financial Advisor: David C Doll, AAMS™ offers personalized financial consulting with a welcoming and friendly staff. Known for their positivity and approachable team.

    Financial Advisors
    Financial Planning Advisors Inc logo
    5.0(1)

    Financial Planning Advisors Inc in Wyomissing offers comprehensive financial planning services tailored to meet individual and business needs.

    Financial Advisors · Investment Services
    Financial Services Plus logo

    Financial Services Plus

    2336 Lancaster Pike, Reading, PA

    (610) 777-7529

    5.0(1)

    Financial Services Plus in Reading, PA, specializes in expert financial planning to help clients manage and grow their financial portfolios.

    Financial Advisors · Investment Services

    MEI Financial Group

    10 Hearthstone Ct Suite 200, Reading, PA

    (610) 404-7870

    5.0(1)

    MEI Financial Group in Reading offers tailored financial planning services, with advisor Dave Rathgeb providing expertise and personalized, proactive guidance to secure clients' financial futures.

    Financial Advisors
    Paul Marrella - Raymond James logo

    Paul Marrella - Raymond James

    1250 Broadcasting Rd #102, Wyomissing, PA

    (610) 655-9700

    5.0(1)

    Paul Marrella - Raymond James in Wyomissing, PA, offers expert financial planning with clear guidance on retirement and wealth management. Clients commend Sam Marella for his ability to simplify complex financial concepts.

    Financial Advisors · Consultants
    Spring Ridge Financial Group logo

    Spring Ridge Financial Group

    2610 Westview Dr, Reading, PA

    (610) 743-3484

    5.0(1)

    Spring Ridge Financial Group in Reading provides expert financial planning services to help clients achieve their financial goals with confidence.

    Financial Advisors · Accountants · Investment Services
    Level Financial Partners logo

    Level Financial Partners

    1108 Lehigh Ave, Wyomissing, PA

    (610) 689-8800

    3.0(1)

    Level Financial Partners in Wyomissing, PA, provides comprehensive financial services tailored to meet individual and business needs.

    Financial Advisors
    Wyomissing Financial Group logo

    Wyomissing Financial Group

    4300 Oley Turnpike Rd, Reading, PA

    (610) 478-9000

    1.0(1)

    Wyomissing Financial Group in Reading provides professional financial planning services tailored to meet diverse investment needs.

    Financial Advisors · Investment Services
    Armo & Co logo

    Armo & Co

    1001 S Fourth St #2, Hamburg, PA

    (610) 562-4573

    Armo & Co is a financial advisory firm in Hamburg, offering guidance on investments, retirement planning, and long-term financial strategy. The team works with individuals and families seeking personalized direction for their financial goals.

    Financial Advisors
    Berks Financial logo

    Berks Financial

    3009 State Hill Rd, Reading, PA

    (610) 678-0100

    Berks Financial in Reading, PA, provides expert financial planning services tailored to help clients meet their financial goals.

    Financial Advisors · Consultants · Investment Services
    Berkshire Capital Management logo

    Berkshire Capital Management

    1408 Penn Ave, Wyomissing, PA

    (610) 371-5277

    Berkshire Capital Management in Wyomissing offers expert financial planning services to help clients achieve their financial goals.

    Financial Advisors

    Black Diamond Financial Group is a Wyomissing financial planning practice guiding individuals and businesses through retirement, investment, tax and wealth transfer decisions. Associated with financial professional Edward Sep, the firm builds written, individualized plans and revisits them as clients' circumstances change.

    Financial Advisors
    Brad Schneider, Good Life Financial Advisors, LLC logo

    Brad Schneider, Good Life Financial Advisors, LLC, based in Reading, PA, offers expert financial planning services tailored to help clients achieve their financial goals.

    Financial Advisors · Investment Services
    Cornerstone Financial Strategies logo

    Cornerstone Financial Strategies

    5 Hearthstone Ct # 103, Reading, PA

    (610) 779-5232

    Cornerstone Financial Strategies in Reading, PA, provides expert financial planning services to guide clients toward their financial goals.

    Financial Advisors
    Edward Jones - Financial Advisor: Brett Diamond, CFP®|AAMS™ logo

    Edward Jones - Financial Advisor: Brett Diamond, CFP®|AAMS™, offers expert financial consulting services in Reading, PA, helping clients achieve their financial goals.

    Financial Advisors
    Edward Jones - Financial Advisor: Dustin D Adam, CFP® logo

    Edward Jones - Financial Advisor: Dustin D Adam in Fleetwood offers personalized financial consulting, helping clients manage investments and achieve their financial goals.

    Financial Advisors
    Edward Jones - Financial Advisor: Robert Engleman, AWMA™ logo

    Edward Jones - Financial Advisor: Robert Engleman, AWMA™ in Reading offers personalized financial consulting with a commitment to tailored investment strategies. Known for professional expertise in wealth management.

    Financial Advisors

    Firrantello Financial

    1 North Oneil Street, Mohnton, PA

    (610) 425-0011

    Firrantello Financial is a financial planning firm dedicated to helping clients manage and grow their financial portfolios effectively.

    Financial Advisors
    Fisher Financial Associates logo

    Fisher Financial Associates

    4119 Conrad Weiser Pkwy, Womelsdorf, PA

    (877) 723-4354

    Fisher Financial Associates in Womelsdorf offers expert financial planning services tailored to your unique needs.

    Financial Advisors
    Five Pillars Financial Group logo

    Five Pillars Financial Group

    606 Main St, Oley Township, PA

    (610) 413-5570

    Five Pillars Financial Group in Oley offers expert financial planning services tailored to help clients achieve their financial goals.

    Financial Advisors
    Gale D Withers - Financial Advisor, Ameriprise Financial Services, LLC logo

    Gale D Withers, a financial advisor based in Temple, PA, offers personalized financial planning services as part of Ameriprise Financial Services, LLC.

    Financial Advisors
    Gregory Bauer - Prudential Financial logo

    Gregory Bauer - Prudential Financial in Birdsboro specializes in personalized investment services, providing tailored financial planning and guidance.

    Financial Advisors
    Haas Financial Group logo

    Haas Financial Group

    172 W Main St, Kutztown, PA

    (484) 648-4040

    Haas Financial Group in Kutztown, PA, provides reliable financial planning services to guide individuals toward their financial goals.

    Financial Advisors
    Hyperion Financial, LLC logo

    Hyperion Financial, LLC

    20 W Lancaster Ave Suite 3, Shillington, PA

    (484) 578-9152

    Hyperion Financial, LLC in Shillington offers expert financial planning services, guiding clients in achieving their financial goals.

    Financial Advisors · Investment Services

Financial Advisors Guides and Advice

About Financial Advisors in Berks County

Financial Advisors in Berks County, PA

Financial advisors in Berks County work with households, retirees, and business owners on long-range planning. Advisory practices cluster in Wyomissing and West Reading, where many of the county's financial offices sit, and others work from Sinking Spring, Douglassville, and the surrounding townships. The category includes solo practitioners as well as offices affiliated with national broker-dealers.

Retirement Planning and Wealth Management Services

Services described in these listings include retirement planning, wealth management, and investment management for individuals and families. Many practices also handle 401k rollovers when a client changes jobs or retires, build retirement income plans, and coordinate with attorneys and accountants on estate planning.

Compensation models vary across the category. Some advisors work fee-only, others charge a percentage of assets under management, and others earn commissions on financial products, so firm materials typically spell out how a given practice is paid.