Financial Advisors in Berks County

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

Find Financial Advisors in Berks County

    Atlas Wealth Partners logo

    Atlas Wealth Partners

    2 Meridian Blvd, Wyomissing, PA

    (610) 268-6807

    5.0(2)

    Atlas Wealth Partners in Wyomissing, PA, delivers personalized investment services, leveraging senior-level expertise and effective market communication to meet client needs. Clients trust their tailored financial advice, bolstered by deep market knowledge and additional financial products.

    Financial Advisors · Investment Services
    CoActive Wealth Strategists, LLC logo

    CoActive Wealth Strategists, LLC

    1042 Columbia Ave, Sinking Spring, PA

    (610) 921-0600

    5.0(2)

    CoActive Wealth Strategists, LLC in Sinking Spring offers personalized financial consulting with a reputation for honesty and client-centered care. Clients trust Brad Small's collaborative approach and value his genuine concern and motivational guidance.

    Financial Advisors
    Jeremy D Henn - Private Wealth Advisor, Ameriprise Financial Services, LLC logo
    5.0(2)

    Jeremy D Henn - Private Wealth Advisor at Ameriprise Financial Services, LLC in Reading offers expert financial planning services.

    Financial Advisors
    Jonathan David Conover: Primerica - Financial Services logo
    5.0(2)

    Jonathan David Conover: Primerica in Reading provides expert financial consulting, known for transparent guidance and a seamless onboarding process. Clients praise Jon's honesty, clarity, and professionalism, with many highly recommending his services.

    Financial Advisors · Investment Services
    Morgan Stanley Financial Advisors logo

    Morgan Stanley Financial Advisors

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4500

    5.0(2)

    Morgan Stanley Financial Advisors in Wyomissing offers personalized and expert investment services, known for their individualized attention and user-friendly digital tools. Clients appreciate the care and thoroughness of their advisor, Bill, making the firm highly recommended.

    Financial Advisors · Investment Services
    Robert K Calkins logo

    Robert K Calkins

    55 Commerce Dr, Reading, PA

    (610) 678-6007

    5.0(2)

    Robert K Calkins is a trusted financial planner in Reading, PA, offering personalized financial advice and planning services.

    Financial Advisors · Banks
    Strategic Wealth Advisory logo

    Strategic Wealth Advisory

    180 Sunset Manor Dr, Birdsboro, PA

    (610) 404-3014

    5.0(2)

    Strategic Wealth Advisory in Birdsboro provides expert financial planning with a focus on personalized service and informative guidance. Clients trust Earl and his team for their professionalism and deep financial expertise.

    Financial Advisors · Investment Services
    The W Group Financial Services logo
    5.0(2)

    The W Group Financial Services in Wyomissing provides expert investment services tailored to help clients achieve their financial goals.

    Financial Advisors · Investment Services
    Trusted Advisors Network logo
    5.0(2)

    Trusted Advisors Network is a business management consultant renowned for empowering business ownership through first-class training and comprehensive support from expert staff. Clients appreciate their extensive network of consultants and ongoing educational resources.

    Financial Advisors · Consultants
    Utilities Employees Investment Services logo
    5.0(2)

    Utilities Employees Investment Services in Wyomissing, PA, offers expert financial guidance, renowned for Gina's exceptional helpfulness and in-depth knowledge.

    Financial Advisors · Investment Services · Insurance Agents/Brokers

    Butterworth Financial Services

    1105 Berkshire Blvd, Wyomissing, PA

    (610) 374-6537

    3.0(2)

    Butterworth Financial Services in Wyomissing specializes in tailored financial planning solutions to help clients achieve their financial goals.

    Financial Advisors
    Berkshire Advisors logo

    Berkshire Advisors

    2240 Ridgewood Rd, Wyomissing, PA

    (610) 376-6970

    5.0(1)

    Berkshire Advisors in Wyomissing provides expert financial planning, renowned for Kevin Miller's exceptional client respect and knowledgeable guidance.

    Financial Advisors · Consultants · Investment Services
    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
    Edward Jones - Financial Advisor: Joe Plageman logo
    5.0(1)

    Edward Jones - Financial Advisor: Joe Plageman in Wyomissing offers personalized investment services tailored to meet your financial goals.

    Financial Advisors · Investment Services
    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
    Graystone Wyomissing - Morgan Stanley logo

    Graystone Wyomissing - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4521

    5.0(1)

    Graystone Wyomissing - Morgan Stanley in Wyomissing, PA, offers professional investment services with a reputation for swift, straightforward processes and excellent customer experiences. Clients appreciate the professionalism and peace of mind provided by the knowledgeable staff.

    Financial Advisors · Investment Services
    Janney Montgomery Scott LLC logo

    Janney Montgomery Scott LLC

    867 Berkshire Blvd # 102, Wyomissing, PA

    (610) 988-1650

    5.0(1)

    Janney Montgomery Scott LLC in Wyomissing provides expert investment services, offering tailored financial solutions for individuals and businesses.

    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
    Walsky Investment Management logo

    Walsky Investment Management

    2650 Westview Dr, Wyomissing, PA

    (610) 670-6918

    5.0(1)

    Walsky Investment Management in Wyomissing offers expert investment services, renowned for their personalized guidance and strong client trust. Clients commend their dedicated team, including praised leader Craig Hafer, for treating investments with utmost care.

    Financial Advisors · Investment Services
    Wells Fargo Advisors logo

    Wells Fargo Advisors

    1250 Broadcasting Road, Wyomissing, PA

    (610) 376-1700

    5.0(1)

    Wells Fargo Advisors in Wyomissing provides expert investment services, guiding clients through personalized financial strategies.

    Financial Advisors · Investment Services · Consultants
    Prudential logo

    Prudential

    1920 Van Reed Rd, Wyomissing, PA

    (484) 509-5892

    4.0(1)

    Prudential in Wyomissing specializes in providing comprehensive investment services, catering to a wide range of financial needs.

    Financial Advisors · Investment Services · Consultants

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.