Investment Services in Berks County

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

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    CompassMSP logo

    CompassMSP

    1 Meridian Blvd Suite 1B05, Wyomissing, PA

    (833) 444-2677

    5.0(8)

    CompassMSP in Wyomissing provides expert computer support with a reputation for swift issue resolution and friendly customer service. Their long-term client relationships highlight reliability and up-to-date tech expertise.

    Investment Services · IT Services
    CM Financial Advisors LLC logo

    CM Financial Advisors LLC

    55 Commerce Dr, Wyomissing, PA

    (610) 288-5800

    5.0(6)

    CM Financial Advisors LLC in Wyomissing provides expert financial guidance and tax preparation, offering personalized, multi-generational service rooted in trust and deep expertise.

    Investment Services · Financial Advisors
    Hyde Financial Group LLC logo

    Hyde Financial Group LLC

    222 Kenhorst Blvd, Reading, PA

    (610) 775-8733

    5.0(5)

    Hyde Financial Group LLC in Reading offers expert financial planning with a focus on thorough, personalized tax preparation and optimization. Clients appreciate their friendly approach, quick responsiveness, and proactive tax-saving advice, fostering long-term trust and reliability.

    Investment Services · Financial Advisors
    Velekei Giles Financial Advisors logo
    5.0(5)

    Velekei Giles Financial Advisors is a Wyomissing financial planning practice offering investment portfolio construction, retirement planning, life insurance analysis and risk protection for individuals, families and small business owners. Clients highlight Patrick's expertise, personable approach and genuine investment in their goals, particularly when setting up portfolios and life insurance.

    Investment Services · Financial Advisors
    Good Life Financial Advisors logo

    Good Life Financial Advisors

    2395 Lancaster Pike, Reading, PA

    (610) 898-6927

    3.2(5)

    Good Life Financial Advisors in Reading, PA, offers expert financial planning, known for delivering strong investment returns and seamless client onboarding.

    Investment Services · Financial Advisors
    Berkshire Investment Group logo
    5.0(4)

    Berkshire Investment Group in Reading is a trusted financial planner known for its expert brokers and standout professional, Gary Noecker, who consistently deliver reliable and knowledgeable financial guidance.

    Investment Services · Financial Advisors
    Prussman-Goss Accountants and Advisors logo

    Prussman-Goss Accountants and Advisors

    3 Park Plaza Suite 207, Wyomissing, PA

    (484) 987-2167

    5.0(4)

    Prussman-Goss Accountants and Advisors in Wyomissing offers expert tax services known for professionalism and precision. Clients commend James and his team for their experience and responsive support.

    Investment Services · Accountants · Financial Advisors
    Good Life Companies logo

    Good Life Companies

    2395 Lancaster Pike, Reading, PA

    (610) 898-6927

    5.0(3)

    Good Life Companies in Reading is a renowned financial institution known for its empathetic advisors, who provide expert guidance and personalized care during important life transitions. Clients trust Courtney and Conor for their genuine, family-focused approach and are excited about the company's potential growth.

    Investment Services · Financial Advisors
    Heritage Financial logo

    Heritage Financial

    855 Knitting Mls Wy, Wyomissing, PA

    (610) 779-6250

    5.0(3)

    Heritage Financial in Wyomissing, PA is a top-rated financial institution known for delivering an exceptional customer experience. Clients consistently describe their interactions as “the best," reflecting high satisfaction and outstanding service quality.

    Investment Services · Banks · Financial Advisors
    Kaufman Financial Services logo

    Kaufman Financial Services

    1609 Lancaster Ave, Reading, PA

    (610) 775-1490

    5.0(3)

    Kaufman Financial Services in Reading provides expert financial planning with a focus on Medicare assistance and tailored retirement strategies. Clients praise Keith and his team for their exceptional clarity, professionalism, and personalized guidance.

    Investment Services · Financial Advisors · Accountants
    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.

    Investment Services · 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.

    Investment Services · Financial Advisors · Consultants
    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.

    Investment Services · Financial Advisors · Consultants
    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.

    Investment Services · Financial Advisors
    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.

    Investment Services · Financial Advisors
    Haven Real Estate Investments logo
    5.0(1)

    Haven Real Estate Investments provides expert real estate consultancy with a reputation for professionalism and hassle-free, value-driven home buying experiences, often commended through agent Jose's exceptional service. Clients frequently recommend their services, reflecting both satisfaction and successful transactions.

    Investment Services · Real Estate Agents/Brokers · Consultants
    SCORE logo

    SCORE

    606 Court St SUITE 404-A, Reading, PA

    (484) 577-9791

    5.0(1)

    SCORE in Reading, PA, is a highly recommended non-profit organization, praised for fostering strong community support and satisfaction.

    Investment Services · Non-Profits · IT Services
    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.

    Investment Services · Financial Advisors · Accountants
    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.

    Investment Services · 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.

    Investment Services · Financial Advisors · Consultants
    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.

    Investment Services · 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
    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
    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
    Northeast Financial Group logo

    Northeast Financial Group

    999 Berkshire Blvd Suite 100, Wyomissing, PA

    (570) 688-9898

    Northeast Financial Group in Wyomissing specializes in expert financial planning, offering tailored strategies for sound financial management.

    Investment Services · 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.