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
BB&T Mortgage in Bally offers comprehensive mortgage lending services to support your home buying journey with ease.
BB&T Mortgage in Reading, PA, provides a range of mortgage lending solutions tailored to meet diverse home financing needs.
BB&T Mortgage
110 W Main St, Kutztown, PA
BB&T Mortgage in Kutztown, PA, specializes in offering personalized mortgage lending services tailored to meet clients' home financing needs.
BB&T Mortgage
21 N 6th St, Reading, PA
BB&T Mortgage in Reading specializes in providing tailored mortgage solutions to help you achieve your homeownership goals.
Benjamin Sherry, Bankers Life Agent, in Wyomissing is an insurance agency offering tailored insurance solutions and financial advice.
Berks Financial in Reading, PA, provides expert financial planning services tailored to help clients meet their financial goals.
Berkshire Capital Management in Wyomissing offers expert financial planning services to help clients achieve their financial goals.
Bing Ma - Prudential Financial in Wyomissing provides professional investment services, offering trusted financial guidance to help clients achieve their financial goals.
Black Diamond Financial Group
Wyomissing, PA
Black Diamond Financial Group is a Wyomissing financial planning practice guiding individuals and businesses through retirement, investment, tax and wealth transfer decisions. Associated with financial professional Edward Sep, the firm builds written, individualized plans and revisits them as clients' circumstances change.
Bob Biese Motto Mortgage Center in Wyomissing specializes in guiding clients through the mortgage process, offering expert advice and local expertise.
Brad Schneider, Good Life Financial Advisors, LLC, based in Reading, PA, offers expert financial planning services tailored to help clients achieve their financial goals.
Capacity Financial Planning & Investments in Leesport, PA offers expert financial advisory services to guide individuals and businesses in managing their investments effectively.
Citizens Bank ATM in Wyomissing provides convenient and secure banking services for your everyday financial needs.
Community Workforce Fund LLC
213 N 5th St, Reading, PA
Community Workforce Fund LLC is a Reading-based private equity fund that raises capital from accredited investors for homebuyer lending. Working with a HUD-certified CDFI partner, it finances second mortgages covering down payment and closing costs for first-time, low- to moderate-income buyers in Pennsylvania.
Connors Investor Services, Inc in Wyomissing provides expert investment services tailored to meet diverse financial goals.
Convergent Financial Strategies LLC in Reading specializes in personalized financial planning, offering expert guidance tailored to help clients achieve their financial goals.
Cornerstone Financial Strategies in Reading, PA, provides expert financial planning services to guide clients toward their financial goals.
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David LeBlanc - Morgan Stanley in Wyomissing offers expert investment services, focusing on wealth management and financial planning. Known for personalized strategies and comprehensive financial insights.
DeFreece Financial Solutions in Wyomissing provides expert financial consulting services tailored to meet diverse financial needs and goals.
Dianne Klimas - Prudential Financial in Wyomissing offers comprehensive investment services tailored to your financial goals.
Drew Bycoskie - M&T Bank in Boyertown specializes in providing mortgage lending services tailored to local community needs.
Edward Jones - Financial Advisor: Brett Diamond, CFP®|AAMS™
3701 Perkiomen Ave Suite 1, Reading, PA
Edward Jones - Financial Advisor: Brett Diamond, CFP®|AAMS™, offers expert financial consulting services in Reading, PA, helping clients achieve their financial goals.
Edward Jones - Financial Advisor: Dustin D Adam, CFP®
8520 Allentown Pike Ste 6, Blandon, PA
Edward Jones - Financial Advisor: Dustin D Adam in Fleetwood offers personalized financial consulting, helping clients manage investments and achieve their financial goals.
Edward Jones - Financial Advisor: Robert Engleman, AWMA™
3701 Perkiomen Ave Suite 1, Reading, PA
Edward Jones - Financial Advisor: Robert Engleman, AWMA™ in Reading offers personalized financial consulting with a commitment to tailored investment strategies. Known for professional expertise in wealth management.
Financial & Insurance Services Guides and Advice
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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.