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

    Edward Straka Insurance is a trusted insurance broker dedicated to offering personalized coverage solutions tailored to individual needs.

    Insurance Agents/Brokers
    Elizabeth A Lauer - Financial Advisor, Ameriprise Financial Services, LLC logo

    Elizabeth A Lauer, a financial advisor with Ameriprise Financial Services, LLC in Reading, PA, specializes in investment services tailored to individual financial goals.

    Investment Services · Financial Advisors

    Enrique Castro Jr. is a New York Life financial professional in Reading, working with individuals and families on life insurance, retirement planning and financial protection. He meets clients where they are rather than from an office, and is also a notary, wedding officiant, karaoke and trivia host, and Berks Pride Fest Ally Sponsor.

    Insurance Agents/Brokers
    Enterprise Capital Investments - Sell My House Fast Lancaster and Berks County logo

    Enterprise Capital Investments in Sinking Spring specializes in swiftly buying houses for cash in Lancaster and Berks County. This property investment company provides a straightforward option for homeowners looking to sell quickly.

    Investment Services

    Finanta

    401 Penn St, Suite 101, Reading, PA

    (610) 685-4940

    Finanta is a financial and insurance services provider based in Reading, PA.

    Firrantello Financial

    1 North Oneil Street, Mohnton, PA

    (610) 425-0011

    Firrantello Financial is a financial planning firm dedicated to helping clients manage and grow their financial portfolios effectively.

    Financial Advisors

    First Citizens Community Bank

    7635 Lancaster Ave, Mount Aetna, PA

    First Citizens Community Bank operates a Mount Aetna branch serving Tulpehocken Township and western Berks County with personal checking, savings and residential mortgages. Part of a long-running community bank with locations across Pennsylvania, New York, New Jersey and Delaware.

    Banks
    First National Bank ATM logo

    First National Bank ATM

    3045 N 5th Street Hwy, Reading, PA

    (800) 555-5455

    First National Bank ATM in Reading offers convenient financial services for your banking needs.

    ATMs · Banks
    First National Bank ATM logo

    First National Bank ATM

    606 E Lancaster Ave, Shillington, PA

    (800) 555-5455

    First National Bank ATM in Shillington, PA provides convenient access to your banking needs with a reliable and accessible ATM service.

    ATMs · Banks
    First National Bank ATM logo

    First National Bank ATM

    2101 State Hill Rd, Wyomissing, PA

    (800) 555-5455

    First National Bank ATM in Wyomissing offers convenient access to cash for First National Bank customers and other cardholders.

    ATMs · Banks
    Fisher Financial Associates logo

    Fisher Financial Associates

    4119 Conrad Weiser Pkwy, Womelsdorf, PA

    (877) 723-4354

    Fisher Financial Associates in Womelsdorf offers expert financial planning services tailored to your unique needs.

    Financial Advisors
    Five Pillars Financial Group logo

    Five Pillars Financial Group

    606 Main St, Oley Township, PA

    (610) 413-5570

    Five Pillars Financial Group in Oley offers expert financial planning services tailored to help clients achieve their financial goals.

    Financial Advisors
    Focus Partners Wealth logo

    Focus Partners Wealth

    1210 Broadcasting Rd 101 #101, Reading, PA

    (610) 376-8271

    Focus Partners Wealth in Reading, PA offers expert financial consulting services, helping clients achieve their financial goals with personalized strategies.

    Investment Services · Financial Advisors · Consultants
    Fulton Mortgage Co logo

    Fulton Mortgage Co

    2747 Century Blvd, Wyomissing, PA

    (800) 385-8664

    Fulton Mortgage Co in Wyomissing, PA specializes in providing tailored mortgage solutions for homebuyers, ensuring a seamless lending experience.

    Mortgage Lenders · Banks
    Gale D Withers - Financial Advisor, Ameriprise Financial Services, LLC logo

    Gale D Withers, a financial advisor based in Temple, PA, offers personalized financial planning services as part of Ameriprise Financial Services, LLC.

    Financial Advisors
    Gilbert Estimating Co. logo

    Gilbert Estimating Co. specializes in insurance brokerage, offering expert guidance and comprehensive policy solutions tailored to individual needs.

    Insurance Agents/Brokers
    Good Life Insurance Associates logo

    Good Life Insurance Associates

    2395 Lancaster Pike, Reading, PA

    (844) 500-4542

    Good Life Insurance Associates in Reading, PA, offers comprehensive insurance solutions tailored to meet diverse client needs. As a trusted local agency, they provide expert guidance and personalized service.

    Insurance Agents/Brokers
    Gregory Bauer - Prudential Financial logo

    Gregory Bauer - Prudential Financial in Birdsboro specializes in personalized investment services, providing tailored financial planning and guidance.

    Financial Advisors
    Griffin Financial Group logo

    Griffin Financial Group

    607 Washington St, Reading, PA

    (610) 478-2105

    Griffin Financial Group, based in Reading, PA, is a leading investment bank offering expert financial advisory services to cater to diverse client needs.

    Investment Services · Financial Advisors
    Guild Mortgage - Olga Henhoeffer logo

    Guild Mortgage - Olga Henhoeffer

    2208 Quarry Drive, West Lawn, PA

    (484) 888-6862

    Guild Mortgage - Olga Henhoeffer in West Lawn specializes in providing tailored mortgage solutions to meet diverse home financing needs.

    Mortgage Lenders
    Haas Financial Group logo

    Haas Financial Group

    172 W Main St, Kutztown, PA

    (484) 648-4040

    Haas Financial Group in Kutztown, PA, provides reliable financial planning services to guide individuals toward their financial goals.

    Financial Advisors
    Hard Money Lenders Reading PA logo

    Hard Money Lenders Reading PA, located in Reading, specializes in providing tailored mortgage solutions for diverse financial needs. Known for reliable service in the mortgage lending sector.

    Mortgage Lenders
    Herbein Financial Group logo

    Herbein Financial Group

    2763 Century Boulevard, Reading, PA

    (610) 378-1175

    Herbein Financial Group is a Reading-based financial consulting practice offering investment management, retirement planning and broader wealth planning for individuals, families, business owners and organizations. The firm shares its name and office with a certified public accounting and consulting firm, so planning conversations account for tax, business succession and cash flow considerations.

    Investment Services · Financial Advisors · Accountants

    Hometown Medicare Insurance Advisors provides expert guidance and personalized solutions for your Medicare insurance needs. Their team specializes in helping clients navigate complex plans with ease and understanding.

    Insurance Agents/Brokers
    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.

    Financial Advisors · Investment Services

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.