Investment Services in Berks County

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

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    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.

    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
    Merrill Lynch Financial Advisor Matthew Weeber logo

    Merrill Lynch Financial Advisor Matthew Weeber in Wyomissing offers expert financial consulting services, specializing in personalized investment strategies.

    Investment Services
    Merrill Lynch Financial Advisor Melanie Hnatishion logo

    Merrill Lynch Financial Advisor Melanie Hnatishion in Wyomissing provides expert financial consulting to guide clients toward achieving their financial goals.

    Investment Services
    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.

    Investment Services · Financial Advisors
    Merrill Lynch Financial Advisor Stephen Bealer logo

    Merrill Lynch Financial Advisor Stephen Bealer in Wyomissing offers expert financial consulting services to guide your investment strategy.

    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    Reppert Wealth Management logo

    Reppert Wealth Management

    906 Penn Ave, Wyomissing, PA

    (610) 295-5700

    Reppert Wealth Management in Wyomissing specializes in tailored financial planning services to help clients achieve their financial goals.

    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.

    Investment Services · Financial Advisors
    Scott Yatchyshyn - Prudential Financial logo

    Scott Yatchyshyn - Prudential Financial

    945 Berkshire Blvd #100, Wyomissing, PA

    (610) 401-9192

    Scott Yatchyshyn - Prudential Financial in Wyomissing specializes in providing expert investment services tailored to meet diverse financial goals. Highlighted for professional investment guidance, Scott delivers trusted financial advice to the local community.

    Investment Services
    SES ESOP Strategies logo

    SES ESOP Strategies

    111 N 6th St, Reading, PA

    (610) 478-2000

    SES ESOP Strategies in Reading, PA, is a financial consulting firm specializing in employee stock ownership plans (ESOP). Clients rely on their expertise for insightful ESOP strategies and advice.

    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Consultants · Financial Advisors
    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.

    Investment Services · Financial Advisors
    Thomas White - Morgan Stanley logo

    Thomas White - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4532

    Thomas White - Morgan Stanley in Wyomissing provides comprehensive investment services, offering financial expertise and strategic planning to support your financial goals.

    Investment Services · Financial Advisors
    Timothy Rudy - Financial Advisor, Ameriprise Financial Services, LLC logo

    Timothy Rudy, a financial advisor at Ameriprise Financial Services in Reading, PA, offers personalized investment services.

    Investment Services · Financial Advisors
    T Wayne Fanning-Modern Woodmen of America logo

    T Wayne Fanning-Modern Woodmen of America

    4 Wellington Blvd Suite 103, Wyomissing, PA

    (610) 781-0241

    T Wayne Fanning-Modern Woodmen of America in Wyomissing offers expert investment services tailored to your financial goals.

    Investment Services
    W Bradford White Jr. - Morgan Stanley logo

    W Bradford White Jr. - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4530

    W Bradford White Jr. - Morgan Stanley in Wyomissing provides expert investment services tailored to meet various financial goals.

    Investment Services · Financial Advisors
    Wells Fargo Advisors logo

    Wells Fargo Advisors

    1940 N 13th St, Reading, PA

    (610) 921-4310

    Wells Fargo Advisors in Reading, PA, provides comprehensive investment services, helping clients manage their financial portfolios with expertise and reliability.

    Investment Services
    Wells Fargo Advisors logo

    Wells Fargo Advisors

    1700 Lancaster Ave, Shillington, PA

    (610) 777-0776

    Wells Fargo Advisors in Shillington offers expert investment services, guiding clients through personalized financial planning and wealth management.

    Investment Services
    Wells Fargo Advisors logo

    Wells Fargo Advisors

    3050 N 5th Street Hwy, Reading, PA

    (610) 921-8517

    Wells Fargo Advisors in Reading, PA, provides expert investment services to help clients manage and grow their financial portfolios.

    Investment Services · Financial Advisors
    Dorko Wealth & Estate Planning logo

    Dorko Wealth & Estate Planning

    999 Berkshire Blvd Suite 110, Wyomissing, PA

    (610) 372-0610

    4.8(17)

    Dorko Wealth & Estate Planning in Wyomissing specializes in estate planning with a team known for their expertise, ethical guidance, and personalized service. Clients appreciate their prompt, clear communication and the team's dedication to simplifying complex legal processes.

    Investment Services · Lawyers · 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.