Financial & Insurance Services in Berks County

511 local Financial & Insurance Services in Berks County, with reviews, hours, and contact info.

Find Financial & Insurance Services in Berks County

    Byte Federal Bitcoin ATM (Cigar Plus) logo
    5.0(1)

    Byte Federal Bitcoin ATM at Cigar Plus in Wyomissing provides a convenient and accessible solution for cryptocurrency transactions.

    ATMs · Banks
    CoinFlip Bitcoin ATM - Yours One Stop (Reading) logo
    5.0(1)

    CoinFlip Bitcoin ATM at Yours One Stop in Reading offers a convenient and secure option for Bitcoin transactions in the area.

    Banks · ATMs
    David Clemens Loan Originator - Mortgage America, Inc NMLS #1505345 logo
    5.0(1)

    David Clemens Loan Originator - Mortgage America, Inc in Wyomissing, PA is a trusted mortgage lender known for its friendly staff and clear, detailed communication that puts clients at ease.

    Mortgage Lenders
    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 · Investment Services · Consultants
    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.

    Investment Services · Financial Advisors
    EHD Insurance logo

    EHD Insurance

    1 Meridian Boulevard #4a01, Reading, PA

    (800) 438-2525

    5.0(1)

    EHD Insurance in Reading, PA, provides comprehensive insurance solutions tailored to meet diverse customer needs. Known for its expertise and personalized service.

    Insurance Agents/Brokers
    Farmers Insurance - Justin Kadish logo

    Farmers Insurance - Justin Kadish

    1235 Penn Ave Ste 203, Wyomissing, PA

    (610) 750-9200

    5.0(1)

    Farmers Insurance - Justin Kadish is a Wyomissing insurance agency offering auto, home, renters, landlord, umbrella, business and life coverage. Clients describe Justin as professional, responsive and among the best agents they've worked with.

    Insurance Agents/Brokers
    Farmers Insurance - Krys McCook logo

    Farmers Insurance - Krys McCook

    3605 E Main St, Morgantown, PA

    (610) 495-3333

    5.0(1)

    Farmers Insurance - Krys McCook in Morgantown provides a range of comprehensive insurance solutions to meet clients' needs. As a local agency, it focuses on delivering personalized service tailored to the community.

    Insurance Agents/Brokers
    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
    Frank Carado Tidewater Mortgage Services NMLS 133827 logo
    5.0(1)

    Frank Carado Tidewater Mortgage Services NMLS 133827 in Reading excels in providing knowledgeable and caring mortgage lending services. Renowned for personalized customer service, Frank offers comprehensive solutions for both purchase and refinance needs.

    Mortgage Lenders
    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.

    Investment Services · Financial Advisors
    Guthix Lending LLC logo
    5.0(1)

    Guthix Lending LLC is a mortgage broker praised for its exceptional responsiveness and patient, knowledgeable team, ensuring a seamless client experience.

    Mortgage Lenders
    Hummel Mortgage Team - Powered by Lending Heights logo
    5.0(1)

    Lending Heights - Hummel Mortgage Team in Hamburg provides mortgage lending for first-time buyers, homeowners refinancing, self-employed borrowers and real estate investors across Pennsylvania and Florida. Led by Todd Hummel, the practice is known for quick, responsive communication and a seamless process that brings clients back for repeat loans.

    Mortgage Lenders
    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.

    Investment Services · Financial Advisors
    Leo J. Harvey -the Hecm Pro logo

    Leo J. Harvey -the Hecm Pro

    3608 St Lawrence Ave, Reading, PA

    (610) 603-0241

    5.0(1)

    Leo J. Harvey - the Hecm Pro in Reading offers professional mortgage lending with a seamless, easy-to-navigate client experience. Known for their professionalism and ease of collaboration.

    Mortgage Lenders

    Magnolia Bank

    2 Meridian Blvd, Wyomissing, PA

    (888) 807-2353

    5.0(1)

    Magnolia Bank in Wyomissing specializes in mortgage lending, offering tailored financial solutions to help you secure your dream home.

    Mortgage Lenders

    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
    Northeast Brokerage, Inc. logo

    Northeast Brokerage, Inc.

    229 Dryville Rd, Fleetwood, PA

    (877) 897-8118

    5.0(1)

    Northeast Brokerage, Inc. in Fleetwood specializes in life insurance, offering tailored solutions to meet diverse needs.

    Insurance Agents/Brokers
    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
    PNC ATM logo

    PNC ATM

    425 N 13th St #445, Reading, PA

    (888) 762-2265

    5.0(1)

    PNC ATM in Reading provides convenient and accessible banking with reliable ATM services for quick cash withdrawals and transactions.

    ATMs · Banks
    Seltzer Group Partners logo

    Seltzer Group Partners

    2447 Perkiomen Ave, Reading, PA

    (888) 366-1000

    5.0(1)

    Seltzer Group Partners in Reading is a reputable insurance agency offering comprehensive coverage options to the local community.

    Insurance Agents/Brokers
    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 · Investment Services · Accountants

    Steven Gehris, Bankers Life Agent

    1105 Berkshire Blvd #330, Wyomissing, PA

    (610) 372-1473

    5.0(1)

    Steven Gehris, Bankers Life Agent in Wyomissing offers comprehensive insurance services with a strong reputation for informative guidance and approachable communication. Clients consistently recommend his services for the ease of interaction and helpful support.

    Insurance Agents/Brokers

Financial & Insurance Services Guides and Advice

How to Choose a Financial Advisor in Berks County

From the blog

How to Choose a Financial Advisor in Berks County

How to choose a financial advisor in Berks County: what fee only and fiduciary mean, how advisors are paid, how to check an advisor's record for free, and the questions to ask at the first meeting.

Insurance Claim Denied? What to Do Next in Pennsylvania

From the blog

Insurance Claim Denied? What to Do Next in Pennsylvania

What a denial letter has to tell you, how to ask your insurance company to look again, how to file a complaint with the Pennsylvania Insurance Department, and the two deadlines that can end a claim.

Landlord Insurance in Berks County: What Changes

From the blog

Landlord Insurance in Berks County: What Changes

Why a homeowners policy stops describing a house once you rent it out, what a dwelling policy covers instead, how lost rent gets paid, and when an umbrella belongs on top.

Safe Deposit Box Cost in Berks County and What to Keep

From the blog

Safe Deposit Box Cost in Berks County and What to Keep

What a safe deposit box costs at Berks County banks and credit unions, what to keep in one, whether it's insured, and Pennsylvania's inventory rule after a death.

Renters Insurance in Berks County: What It Costs

From the blog

Renters Insurance in Berks County: What It Costs

What a renters policy costs in Pennsylvania, what its list of sixteen causes covers, where the water gap sits, and why a Berks landlord puts the line in your lease.

Overdraft Fees and Free Checking at Berks County Banks

From the blog

Overdraft Fees and Free Checking at Berks County Banks

What an overdraft fee costs at Berks County banks and credit unions, how to stop debit card and ATM overdraft fees, and checking accounts that can't charge one.

How to Open a Bank Account for a Minor in Berks County

From the blog

How to Open a Bank Account for a Minor in Berks County

How to open a bank account for a child or teen in Berks County: joint or custodial, the ages banks and credit unions set, what to bring, and credit at 18.

Flood Insurance Cost in Pennsylvania: A Berks County Answer

From the blog

Flood Insurance Cost in Pennsylvania: A Berks County Answer

What Berks County flood policies cost, how to check an address on FEMA's map, what a lender requires, the basement rule, NFIP vs private, the 30-day wait.

Medallion Signature Guarantee in Berks County

From the blog

Medallion Signature Guarantee in Berks County

Where to get a medallion signature guarantee in Berks County, why a notary stamp won't do, what to bring, and what a cashier's check or money order costs.

Does Homeowners Insurance Cover Water Damage? A Berks Answer

From the blog

Does Homeowners Insurance Cover Water Damage? A Berks Answer

Which water a standard policy pays for (a burst pipe, a failed heater), which it never does (flood, sewer backup, groundwater), and the add-ons to ask for.

Notary in Berks County: Where to Go and What It Costs

From the blog

Notary in Berks County: Where to Go and What It Costs

Where to get a document notarized in Berks County, from your own bank to Saturday and Sunday options, what Pennsylvania lets a notary charge, and what to bring.

How Much Is Car Insurance in PA? A Berks County Answer

From the blog

How Much Is Car Insurance in PA? A Berks County Answer

The state's average per insured car, why a Berks address moves it, what a ticket or a teen adds, the discounts the law requires, and how to compare quotes.

HELOC vs Home Equity Loan for a Berks County Homeowner

From the blog

HELOC vs Home Equity Loan for a Berks County Homeowner

A line of credit or a one-time loan against your house: which fits your project, how much you can borrow, what it costs, and what to ask a Berks lender.

Why Did My Insurance Go Up? A Berks County Answer

From the blog

Why Did My Insurance Go Up? A Berks County Answer

Rates rose statewide, and the law says what your renewal must show. What moves a Berks premium, the rules on claims and credit, and how to re-shop it.

Mortgage Pre-Approval in Berks County: What Lenders Ask

From the blog

Mortgage Pre-Approval in Berks County: What Lenders Ask

What a pre-approval letter is, the documents Berks lenders ask for, how long it takes and lasts, what it does to your credit, and how to pick a lender.

What Does Homeowners Insurance Cover in Berks County?

From the blog

What Does Homeowners Insurance Cover in Berks County?

The six coverage lines on a standard policy, how a claim is paid, and the gaps that matter in Berks: flood, sewer and sump backup, wear and age, old codes.

Pennsylvania First-Time Home Buyer Programs in Berks County

From the blog

Pennsylvania First-Time Home Buyer Programs in Berks County

Pennsylvania's help for first-time buyers is mostly PHFA loans, not grants. Here are the Berks income and price limits, the down payment help, and who to call.

Pennsylvania Car Insurance Requirements, Explained for Berks

From the blog

Pennsylvania Car Insurance Requirements, Explained for Berks

The three coverages Pennsylvania requires on every car, the choices around them (tort, uninsured motorist, stacking, collision), and what a lapse costs.

How Much Money Is Insured by FDIC and NCUA in Berks County

From the blog

How Much Money Is Insured by FDIC and NCUA in Berks County

FDIC and NCUA cover $250,000 per person, per institution, per ownership category. Here's how a Berks couple with $600,000 can keep every dollar insured.

Best Insurance Agents in Berks County, PA

From the blog

Best Insurance Agents in Berks County, PA

Fifteen Berks County agencies whose customers describe the same things: someone answers, explains the coverage, finds a better rate, and helps on a claim.

How to Join a Credit Union in Berks County

From the blog

How to Join a Credit Union in Berks County

You don't need a particular employer. Two take anybody in the county, and at the rest you get in through a job, a relative, or a group you join yourself.

How Much Is Homeowners Insurance in Berks County?

From the blog

How Much Is Homeowners Insurance in Berks County?

The Pennsylvania average by how much the house is insured for, where a Berks house lands, what moves the number, and how to compare quotes fairly.

How to Switch Banks Without Missing a Payment

From the blog

How to Switch Banks Without Missing a Payment

The order that keeps a payment from slipping: list everything, move the deposits, then each company, and keep the old account funded until the last clears.

Full Tort vs Limited Tort in PA, a Berks County Answer

From the blog

Full Tort vs Limited Tort in PA, a Berks County Answer

What each tort option keeps and gives up under Pennsylvania law, the exceptions, the 40 percent rule on four coverages, and how to get both prices.

What You Need to Open a Bank Account in Pennsylvania

From the blog

What You Need to Open a Bank Account in Pennsylvania

Two forms of ID, proof of your address, your Social Security or tax number, and a small deposit. Plus what to do if a bank closed your account before.

How to Choose an Insurance Agent in Berks County

From the blog

How to Choose an Insurance Agent in Berks County

Every Pennsylvania agent holds the same license. What separates them is six questions, what they do at renewal, and how they handle a switch. Ask these.

Credit Union vs Bank in Berks County: Which Is Better

From the blog

Credit Union vs Bank in Berks County: Which Is Better

The structural difference between a credit union and a bank, who can join one in Berks County, how deposit insurance works at each, and what decides it for you.

Do You Pay an Insurance Agent? How Agents Get Paid in PA

From the blog

Do You Pay an Insurance Agent? How Agents Get Paid in PA

No. For a home or car policy the insurer pays the agent a commission out of your premium. What that commission is, when a fee is legal in Pennsylvania, and what you get for it.

Which Banks and Credit Unions Are Based in Berks County

From the blog

Which Banks and Credit Unions Are Based in Berks County

Every bank and credit union with an office in Berks County, grouped by where its headquarters sits, and what a local headquarters does and doesn't tell you.

Medicare Plans in Berks County: How to Compare Them

From the blog

Medicare Plans in Berks County: How to Compare Them

The two ways to take Medicare, the supplement window that starts once and doesn't come back, what to do if you're still working at 65, and where a Berks County counselor will sit down with you for free.

Business Bank Account Requirements in Berks County

From the blog

Business Bank Account Requirements in Berks County

What to bring to open a business bank account in Berks County, what business checking costs at seven local banks and credit unions, and what counts as an item.

Independent vs Captive Insurance Agents in Berks County

From the blog

Independent vs Captive Insurance Agents in Berks County

What captive and independent insurance agents are, when each fits a Berks County household, the questions to ask, and how to check any agent's Pennsylvania license.

About Financial & Insurance Services in Berks County

Financial and Insurance Services in Berks County

Household money and business finance share this category, which spans everyday banking, insurance coverage, retirement planning and home loans across Berks County.

Berks County Banks and Credit Unions

Banks and credit unions keep branches in downtown Reading, in the shopping plazas of Sinking Spring and Muhlenberg Township, and in smaller boroughs such as Leesport and Robesonia. ATM locations are listed alongside the branch networks.

Insurance Agents, Financial Advisors and Lenders

Insurance agents and brokers quote auto, home, life and commercial policies from offices based in the county rather than a distant call center.

For the longer horizon, financial advisors and investment services manage retirement accounts and portfolios, while mortgage lenders handle purchases and refinancing for buyers throughout the county.