Financial & Insurance Services in Berks County

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

Find Financial & Insurance Services in Berks County

    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 in Wyomissing offers expert insurance services with exceptional professionalism and responsiveness, making client satisfaction a top priority. Known for his outstanding expertise, Justin consistently earns strong recommendations from clients.

    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
    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 · Consultants · Real Estate Agents/Brokers
    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
    Matthew Kennedy – Glocker Realty & Insurance logo

    Matthew Kennedy – Glocker Realty & Insurance

    900 E Philadelphia Ave Suite 1, Boyertown, PA

    (610) 367-2058

    5.0(1)

    Matthew Kennedy – Glocker Realty & Insurance in Boyertown is a reliable real estate agency known for prompt communication and thorough answers to customer inquiries.

    Insurance Agents/Brokers · Real Estate Agents/Brokers

    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
    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
    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
    Univest Bank and Trust Co. logo
    5.0(1)

    Univest Bank and Trust Co. in Reading offers comprehensive banking services, distinguished by a remarkably cohesive and positive team.

    Banks
    Valerie Stork - Prudential Financial logo

    Valerie Stork - Prudential Financial

    945 Berkshire Blvd #100, Wyomissing, PA

    (610) 401-9202

    5.0(1)

    Valerie Stork - Prudential Financial in Wyomissing offers expert investment services, helping clients manage their financial futures with confidence and professionalism.

    Investment Services
    Victory Bank logo

    Victory Bank

    200 Spring Ridge Dr #206, Wyomissing, PA

    (610) 478-4090

    5.0(1)

    Victory Bank in Wyomissing, PA offers personalized banking with a strong community focus, where leadership and staff warmly welcome every visitor. Their hands-on approach and direct engagement make customers feel genuinely appreciated and valued.

    Banks

Financial & Insurance Services Guides and Advice

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.