Investment Services in Berks County

107 local Investment Services in Berks County, with reviews, hours, and contact info.

Find Investment Services in Berks County

    David LeBlanc - Morgan Stanley logo

    David LeBlanc - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4547

    David LeBlanc - Morgan Stanley in Wyomissing offers expert investment services, focusing on wealth management and financial planning. Known for personalized strategies and comprehensive financial insights.

    Investment Services · Consultants · Financial Advisors
    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    Enterprise Capital Investments - Sell My House Fast Lancaster and Berks County logo

    Enterprise Capital Investments in Sinking Spring specializes in swiftly buying houses for cash in Lancaster and Berks County. This property investment company provides a straightforward option for homeowners looking to sell quickly.

    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.

    Investment Services · Consultants · Financial Advisors
    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.

    Investment Services · Financial Advisors
    Herbein Financial Group logo

    Herbein Financial Group

    2763 Century Boulevard, Reading, PA

    (610) 378-1175

    Herbein Financial Group in Wyomissing provides expert financial consulting services, assisting clients with sound financial planning and management.

    Investment Services · Accountants · 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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    iValue Financial Planning logo

    iValue Financial Planning

    1436 Penn Ave, Wyomissing, PA

    (610) 374-3556

    iValue Financial Planning in Wyomissing offers expert financial consulting services, guiding individuals and businesses towards achieving financial goals.

    Investment Services · Financial Advisors
    Jenna Poore Johnsen - Morgan Stanley logo

    Jenna Poore Johnsen - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4546

    Jenna Poore Johnsen at Morgan Stanley in Wyomissing offers expert investment services, guiding clients with personalized financial strategies.

    Investment Services · Consultants
    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    Lifetime Financial Services logo

    Lifetime Financial Services

    38 E Lancaster Ave, Shillington, PA

    (610) 777-7300

    Lifetime Financial Services in Shillington, PA specializes in comprehensive financial planning to help clients achieve their financial goals.

    Investment Services · Financial Advisors
    Lindenwold Advisors logo

    Lindenwold Advisors

    505 Penn St Suite 200, Reading, PA

    (610) 396-2448

    Lindenwold Advisors in Reading, PA, specializes in investment services, offering financial expertise and strategic guidance.

    Investment Services
    Marrella Private Wealth, LLC logo

    Marrella Private Wealth, LLC

    1250 Broadcasting Rd #102, Wyomissing, PA

    (610) 655-9700

    Marrella Private Wealth, LLC in Wyomissing offers expert investment services tailored to help clients achieve their financial goals.

    Investment Services · Consultants
    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.

    Investment Services · Financial Advisors
    Merrill Lynch Financial Advisor David Kim logo

    Merrill Lynch Financial Advisor David Kim in Wyomissing offers expert financial consulting for individuals and businesses. Known for personalized wealth management strategies.

    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.

    Investment Services · Financial Advisors
    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.

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

    Merrill Lynch Financial Advisor Mark Maggs in Wyomissing offers expert financial consulting services tailored to individual and business needs.

    Investment Services · Financial Advisors
    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.

    Investment Services · Consultants · Financial Advisors

About Investment Services in Berks County

Investment Services in Berks County

From national brokerage branches to independent investment firms, the companies listed on this page manage and administer investments for Berks County clients. Offices operate in Reading and Wyomissing as well as smaller communities like Shillington, Mohnton, and Fleetwood, and most firms take clients from across the county regardless of office location.

The category spans brokerage services, portfolio management, and managed account programs. Some firms build and monitor portfolios directly for their clients, while others supply the account platform, custody, and trading services that sit behind a separate advisor relationship.

Brokerage Accounts, Retirement Accounts, and College Savings Plans

Account types handled by Berks County investment firms include taxable brokerage accounts, traditional and Roth IRAs, employer retirement plans for small businesses, and 529 college savings plans. Each listing notes the firm's location and contact information along with the kinds of accounts and investors it serves.