Financial Advisors in Berks County

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

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    DeFreece Financial Solutions logo

    DeFreece Financial Solutions

    510 N Park Rd, Wyomissing, PA

    (610) 816-7297

    DeFreece Financial Solutions in Wyomissing provides expert financial consulting services tailored to meet diverse financial needs and goals.

    Financial Advisors · Investment Services
    Dianne Klimas - Prudential Financial logo

    Dianne Klimas - Prudential Financial

    945 Berkshire Blvd #100, Wyomissing, PA

    (610) 401-9151

    Dianne Klimas - Prudential Financial in Wyomissing offers comprehensive investment services tailored to your financial goals.

    Financial Advisors · Investment Services
    Elizabeth A Lauer - Financial Advisor, Ameriprise Financial Services, LLC logo

    Elizabeth A Lauer, a financial advisor with Ameriprise Financial Services, LLC in Reading, PA, specializes in investment services tailored to individual financial goals.

    Financial Advisors · Investment Services
    Focus Partners Wealth logo

    Focus Partners Wealth

    1210 Broadcasting Rd 101 #101, Reading, PA

    (610) 376-8271

    Focus Partners Wealth in Reading, PA offers expert financial consulting services, helping clients achieve their financial goals with personalized strategies.

    Financial Advisors · Investment Services · Consultants
    Griffin Financial Group logo

    Griffin Financial Group

    607 Washington St, Reading, PA

    (610) 478-2105

    Griffin Financial Group, based in Reading, PA, is a leading investment bank offering expert financial advisory services to cater to diverse client needs.

    Financial Advisors · Investment Services
    Herbein Financial Group logo

    Herbein Financial Group

    2763 Century Boulevard, Reading, PA

    (610) 378-1175

    Herbein Financial Group is a Reading-based financial consulting practice offering investment management, retirement planning and broader wealth planning for individuals, families, business owners and organizations. The firm shares its name and office with a certified public accounting and consulting firm, so planning conversations account for tax, business succession and cash flow considerations.

    Financial Advisors · Investment Services · Accountants
    Ian Miller - Morgan Stanley logo

    Ian Miller - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4529

    Ian Miller - Morgan Stanley in Wyomissing delivers professional investment services, offering clients tailored strategies for wealth growth and management.

    Financial Advisors · Investment Services
    Jesse Thomas logo

    Jesse Thomas

    722 Penn Ave, Wyomissing, PA

    (610) 780-4131

    Jesse Thomas in Wyomissing, PA, offers expert financial consulting services designed to help clients manage their financial goals.

    Financial Advisors · Investment Services
    Joseph Pancerella - Financial Advisor, Ameriprise Financial Services, LLC logo

    Joseph Pancerella - Financial Advisor, Ameriprise Financial Services, LLC in Reading offers expert investment services tailored to individuals' financial goals. Known for personalized strategies and comprehensive financial planning.

    Financial Advisors · Investment Services
    Kent W Davis - Morgan Stanley logo

    Kent W Davis - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4520

    Kent W Davis - Morgan Stanley in Wyomissing provides expert investment services tailored to help clients achieve financial goals.

    Financial Advisors · Investment Services
    Lawrence Lubas - Prudential Financial logo

    Lawrence Lubas - Prudential Financial

    945 Berkshire Blvd #100, Wyomissing, PA

    (610) 401-9190

    Lawrence Lubas - Prudential Financial in Wyomissing provides expert investment services, offering tailored financial planning solutions.

    Financial Advisors · Investment Services
    Merrill Lynch Financial Advisor Christopher Whitcombe logo

    Merrill Lynch Financial Advisor Christopher Whitcombe, located in Wyomissing, PA, specializes in providing expert financial consulting services tailored to individual client needs.

    Financial Advisors · Investment Services
    Merrill Lynch Financial Advisor James Geosits logo

    Merrill Lynch Financial Advisor James Geosits

    985 Berkshire Blvd 2nd Floor, Wyomissing, PA

    (610) 320-5459

    Merrill Lynch Financial Advisor James Geosits in Wyomissing specializes in tailored financial consulting and investment strategies.

    Financial Advisors · Investment Services
    Merrill Lynch Financial Advisor John Minnich logo

    Merrill Lynch Financial Advisor John Minnich

    985 Berkshire Blvd 2nd Floor, Wyomissing, PA

    (610) 320-5479

    Merrill Lynch Financial Advisor John Minnich in Wyomissing offers expert financial consulting tailored to help individuals and businesses meet their financial goals.

    Financial Advisors · Investment Services · Consultants
    Merrill Lynch Financial Advisor Mark Maggs logo

    Mark Maggs is a Merrill Lynch financial advisor in Wyomissing, offering wealth management, investment advisory and retirement planning for individuals, families, business owners and institutions. Clients work with a consistent point of contact backed by Merrill and Bank of America research, lending and trust resources, serving Berks County and nearby communities.

    Financial Advisors · Investment Services
    Merrill Lynch Financial Advisor Matthew Langdon logo

    Merrill Lynch Financial Advisor Matthew Langdon in Wyomissing specializes in providing expert financial consulting services to clients seeking tailored investment strategies.

    Financial Advisors · Investment Services · Consultants
    Merrill Lynch Financial Advisor Rebekah Minnich logo

    Merrill Lynch Financial Advisor Rebekah Minnich

    985 Berkshire Blvd 2nd Floor, Wyomissing, PA

    (610) 320-6365

    Merrill Lynch Financial Advisor Rebekah Minnich in Wyomissing specializes in personalized financial consulting and strategic investment planning.

    Financial Advisors · Investment Services
    Merrill Lynch Wealth Management logo

    Merrill Lynch Wealth Management

    985 Berkshire Blvd 2nd Floor, Wyomissing, PA

    (610) 374-2221

    Merrill Lynch Wealth Management in Wyomissing provides expert investment services, guiding clients toward sound financial decisions.

    Financial Advisors · Investment Services
    Michael Billera-Smith logo

    Michael Billera-Smith

    2747 Century Blvd, Wyomissing, PA

    (610) 898-8353

    Michael Billera-Smith in Wyomissing provides expert financial consulting services for individuals and businesses seeking tailored financial strategies.

    Financial Advisors · Investment Services
    Perennial Financial Group - Ameriprise Financial Services, LLC logo

    Perennial Financial Group - Ameriprise Financial Services, LLC in Temple specializes in tailored investment services to meet diverse financial needs.

    Financial Advisors · Investment Services
    Scott J Davis - Morgan Stanley logo

    Scott J Davis - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4556

    Scott J Davis - Morgan Stanley in Wyomissing provides trusted investment services, offering expert financial guidance and tailored wealth management solutions.

    Financial Advisors · Investment Services
    Stabile Financial Group - Ameriprise Financial Services, LLC logo

    Stabile Financial Group - Ameriprise Financial Services, LLC, located in Hamburg, PA, offers expert investment services to help clients manage and grow their wealth.

    Financial Advisors · Investment Services
    The Davis Team - Morgan Stanley logo

    The Davis Team - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4556

    The Davis Team - Morgan Stanley in Wyomissing, PA, specializes in providing expert investment services tailored to individual financial goals.

    Financial Advisors · Investment Services
    The Poore Group - Morgan Stanley logo

    The Poore Group - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4546

    The Poore Group - Morgan Stanley in Wyomissing offers expert investment services with a focus on personalized financial strategies. Known for their professionalism and commitment to client goals.

    Financial Advisors · Investment Services · Consultants
    The White, Lord and Chaffe Group - Morgan Stanley logo

    The White, Lord and Chaffe Group - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4500

    The White, Lord and Chaffe Group - Morgan Stanley in Wyomissing specializes in providing expert investment services tailored to individual financial goals. Known for their professionalism and reliable financial advice.

    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.