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

    Advocate Insurance logo

    Advocate Insurance

    507 Madison Ave # 1, Reading, PA

    (610) 685-2804

    Advocate Insurance in Reading, PA, is a dedicated insurance agency offering a range of coverage options to meet local needs.

    Insurance Agents/Brokers
    Allan Cornman - Financial Advisor, Ameriprise Financial Services, LLC logo

    Allan Cornman, a financial advisor with Ameriprise Financial Services in Reading, PA, offers comprehensive investment services tailored to individual financial goals. Known for providing personalized financial guidance and support.

    Investment Services · Financial Advisors
    Ameriprise Financial Services, Inc. logo

    Ameriprise Financial Services, Inc.

    4641 Pottsville Pike Ste 108, Reading, PA

    (610) 926-6649

    Ameriprise Financial Services, Inc. in Reading offers expert financial planning services to guide clients toward achieving their financial goals.

    Investment Services
    AMG Team at CrossCountry Mortgage logo

    AMG Team at CrossCountry Mortgage

    1220 Broadcasting Rd Suite 201, Wyomissing, PA

    (215) 622-9779

    AMG Team at CrossCountry Mortgage in Wyomissing, PA offers reliable mortgage lending services dedicated to meeting diverse home financing needs.

    Mortgage Lenders
    Amy L. Evans - Truist Mortgage Loan Officer logo

    In Boyertown, PA, Amy L. Evans at Truist Mortgage assists clients with comprehensive mortgage solutions tailored to their needs.

    Mortgage Lenders
    Andrea Hetrick - Financial Advisor, Ameriprise Financial Services, LLC logo

    Andrea Hetrick - Financial Advisor with Ameriprise Financial Services in Wyomissing offers expert investment services tailored to your financial goals.

    Investment Services · Consultants
    Andrew Champagne - Morgan Stanley logo

    Andrew Champagne - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4506

    Andrew Champagne - Morgan Stanley in Wyomissing provides expert investment services focused on comprehensive financial strategies. Known for personalized advice and professional guidance in managing personal and corporate wealth.

    Investment Services · Financial Advisors · Consultants

    Andriene Rose, Bankers Life Agent

    1105 Berkshire Blvd #330, Wyomissing, PA

    (610) 372-1473

    Andriene Rose, Bankers Life Agent in Wyomissing, PA, specializes in personalized insurance solutions for a wide range of needs.

    Insurance Agents/Brokers

    Annie Mac Home Mortgage

    1105 Berkshire Blvd, Wyomissing, PA

    (610) 750-8273

    Annie Mac Home Mortgage in Wyomissing, PA, specializes in providing personalized mortgage lending solutions tailored to meet diverse financial needs.

    Mortgage Lenders
    Armo & Co logo

    Armo & Co

    1001 S Fourth St #2, Hamburg, PA

    (610) 562-4573

    Armo & Co is a financial advisory firm in Hamburg, offering guidance on investments, retirement planning, and long-term financial strategy. The team works with individuals and families seeking personalized direction for their financial goals.

    Financial Advisors
    Asset Mortgage logo

    Asset Mortgage

    5 Bristol Ct, Reading, PA

    (610) 670-2700

    Asset Mortgage in Reading, PA, provides comprehensive mortgage lending services to assist you in securing your next home.

    Mortgage Lenders
    ATM logo

    ATM

    1100 Rockland St, Reading, PA

    Located in Reading, PA, this ATM offers convenient and secure access to cash whenever you need it.

    ATMs · Banks
    ATM logo

    ATM

    801 Carsonia Ave, Reading, PA

    ATM in Reading, PA provides convenient and accessible cash withdrawal and banking services to the local community.

    ATMs · Banks
    ATM logo

    ATM

    657 N 9th St, Reading, PA

    Located in Reading, PA, this ATM offers convenient access to financial transactions and cash withdrawals.

    ATMs · Banks
    ATM logo

    ATM

    501 Penn Ave, West Reading, PA

    ATM in West Reading, PA provides convenient banking access for cash withdrawals and transactions any time of day.

    ATMs · Banks
    ATM logo

    ATM

    241 S Centre Ave, Leesport, PA

    (610) 926-2002

    Located in Leesport, PA, this accessible ATM offers convenient banking services for quick cash withdrawals.

    ATMs · Banks
    ATM logo

    ATM

    2245 Perkiomen Ave, Reading, PA

    ATM in Reading, PA, provides convenient access to cash withdrawals and essential banking services in a reliable location.

    ATMs · Banks
    ATM logo

    ATM

    10 S Summit Ave, Shillington, PA

    ATM in Shillington, PA provides convenient access to cash for visitors and residents alike, ensuring reliable service with every transaction.

    ATMs · Banks
    ATM logo

    ATM

    2101 State Hill Rd, Reading, PA

    ATM in Reading, PA provides convenient access to financial services right when you need them most.

    ATMs · Banks
    ATM logo

    ATM

    624 N Park Rd, Wyomissing, PA

    (800) 978-4198

    ATM in Wyomissing, PA provides convenient access to cash around the clock for local residents and visitors.

    ATMs · Banks
    ATM logo

    ATM

    209 N 6th St, Reading, PA

    ATM in Reading provides quick and convenient access to cash services for locals and visitors alike.

    ATMs · Banks
    ATM Cashing In logo

    ATM Cashing In

    927 Penn St, Reading, PA

    (800) 627-3999

    ATM Cashing In in Reading, PA, offers comprehensive banking services to meet your financial needs with convenience and reliability.

    Banks · ATMs
    ATM Latino Express logo

    ATM Latino Express

    149 N 8th St, Reading, PA

    (800) 627-3999

    ATM Latino Express in Reading provides comprehensive banking services with a focus on serving the local community.

    Banks · ATMs
    ATM Tavarez Grocery Store logo

    ATM Tavarez Grocery Store

    365 N Front St, Reading, PA

    (800) 627-3999

    ATM Tavarez Grocery Store in Reading, PA, uniquely serves as a local bank, catering to the community's financial needs.

    Banks · ATMs

    Bank of Bird-in-Hand - Bernville

    7180 Bernville Rd, Bernville, PA

    Bank of Bird-in-Hand serves Bernville from a fully staffed mobile branch that parks weekly at a local ag center, offering accounts, deposits, withdrawals, loan discussions and an onboard ATM. A community-owned, full-service bank organized to lend to farmers, small businesses and rural households, it also maintains an ATM inside a nearby farm market.

    Banks

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.