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

    PNC ATM logo

    PNC ATM

    1946 N 11th St, Reading, PA

    (888) 762-2265

    PNC ATM in Reading, PA, provides convenient and secure banking transactions for customers 24/7.

    ATMs · Banks
    PNC ATM logo

    PNC ATM

    2240 Hampden Blvd, Reading, PA

    (888) 762-2265

    PNC ATM in Reading offers convenient access to banking services with multiple automated teller machines available for cash withdrawals and transactions.

    ATMs · Banks
    PNC ATM logo

    PNC ATM

    2432 Morgantown Rd, Reading, PA

    (888) 762-2265

    PNC ATM in Reading, PA, provides convenient access to banking services and cash withdrawals for local residents.

    ATMs · Banks
    PNC ATM logo

    PNC ATM

    2709 N Meridian Blvd, Reading, PA

    (888) 762-2265

    PNC ATM in Reading provides convenient access to essential banking services right in the heart of the city.

    ATMs · Banks
    PNC ATM logo

    PNC ATM

    4801 N 5th Street Hwy, Temple, PA

    (888) 762-2265

    The PNC ATM in Temple, PA, provides convenient cash withdrawal and banking services for the local community.

    ATMs · Banks
    Raymond James Financial Services, Inc. logo

    Raymond James Financial Services, Inc. in Reading, PA, specializes in providing expert financial planning services, helping clients secure their financial future.

    Financial Advisors · Investment Services · Consultants
    Reading Member Services Center logo

    Reading Member Services Center in Wyomissing, PA, is a credit union dedicated to offering comprehensive financial services tailored to member needs.

    Banks
    Rebecca Wise - Thrivent logo

    Rebecca Wise - Thrivent

    11 E. Philadelphia Ave, Boyertown, PA

    (610) 839-8955

    Rebecca Wise - Thrivent in Boyertown, PA specializes in personalized financial planning services. Known for helping clients achieve financial stability and growth.

    Financial Advisors
    Reppert Wealth Management logo

    Reppert Wealth Management

    906 Penn Ave, Wyomissing, PA

    (610) 295-5700

    Reppert Wealth Management in Wyomissing specializes in tailored financial planning services to help clients achieve their financial goals.

    Investment Services
    Resurgent Payments logo

    Resurgent Payments

    1357 Perkiomen Ave, Reading, PA

    (888) 981-9832

    Resurgent Payments is a financial advisory firm in Reading serving businesses with payment processing and merchant services guidance. The team focuses on practical solutions tailored to each client's transaction needs.

    Financial Advisors
    RKL Private Wealth - Reading logo

    RKL Private Wealth - Reading

    1330 Broadcasting Rd First Floor, Wyomissing, PA

    (610) 376-9561

    RKL Private Wealth in Wyomissing, PA, specializes in comprehensive financial planning services tailored to meet diverse client needs. Known for its expertise in wealth management solutions.

    Financial Advisors · Consultants
    Roger Yoh - Thrivent logo

    Roger Yoh - Thrivent

    263 E Wilson Ave, Wernersville, PA

    (610) 914-1112

    Roger Yoh - Thrivent in Wernersville specializes in financial planning, offering trusted expertise and personalized financial strategies.

    Financial Advisors
    Roger Yoh - Thrivent logo

    Roger Yoh - Thrivent

    102 Tomahawk Drive, Kutztown, PA

    (610) 914-1112

    Roger Yoh - Thrivent in Kutztown, PA offers professional financial planning services, focusing on tailored strategies to meet diverse client needs.

    Financial Advisors
    Ronald T Stabile - Financial Advisor, Ameriprise Financial Services, LLC logo

    Ronald T Stabile - Financial Advisor, Ameriprise Financial Services, LLC in Hamburg provides personalized financial planning and investment advice. Known for comprehensive strategies tailored to individual needs.

    Financial Advisors
    Santander Bank ATM logo

    Santander Bank ATM

    1665 State Hill Rd, Wyomissing, PA

    (610) 320-7544

    Santander Bank ATM in Wyomissing provides convenient access to essential banking services around the clock.

    Banks · ATMs
    Santander Bank ATM logo

    Santander Bank ATM

    2220 State Hill Road, Wyomissing, PA

    (610) 685-0581

    Santander Bank ATM in Wyomissing provides convenient access to essential banking services for customers on the go.

    ATMs · Banks
    Santander Bank ATM logo

    Santander Bank ATM

    2001 N 11th St, Reading, PA

    (877) 768-2265

    The Santander Bank ATM in Reading, PA offers convenient access to banking services, providing customers with easy and efficient transactions.

    ATMs · Banks
    Santander Bank ATM logo

    Santander Bank ATM

    12 Parkside Ave, Shillington, PA

    (877) 768-2265

    The Santander Bank ATM in Shillington, PA offers convenient and secure access to financial transactions for its customers.

    ATMs · Banks
    Santander Bank ATM logo

    Santander Bank ATM

    4900 Perkiomen Avenue, Reading, PA

    (610) 406-9829

    The Santander Bank ATM in Reading, PA offers convenient access to banking services for cash withdrawals and account transactions.

    ATMs · Banks
    Santander Bank ATM logo

    Santander Bank ATM

    3100 Shillington Rd, Reading, PA

    (877) 768-2265

    The Santander Bank ATM in Reading, PA provides convenient 24/7 access to cash withdrawals and banking services.

    ATMs · Banks
    Santander Bank ATM logo

    Santander Bank ATM

    544 Penn St, Reading, PA

    (877) 768-2265

    Santander Bank ATM in Reading provides convenient access to your banking needs, offering cash withdrawals and balance inquiries efficiently.

    ATMs · Banks
    Savant Wealth Management logo

    Savant Wealth Management

    1200 Broadcasting Rd Suite 100, Wyomissing, PA

    (610) 927-4685

    Savant Wealth Management in Wyomissing offers expert financial advising services tailored to individual financial goals and needs.

    Financial Advisors · Investment Services · Accountants

    Scott DeFrees - Motto Mortgage

    1290 Broadcasting Road, Wyomissing, PA

    (484) 335-8951

    Scott DeFrees - Motto Mortgage offers personalized mortgage brokerage services, helping clients navigate financing with expertise and care.

    Mortgage Lenders
    Scott J Davis - Morgan Stanley logo

    Scott J Davis - Morgan Stanley

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4556

    Scott J Davis - Morgan Stanley in Wyomissing provides trusted investment services, offering expert financial guidance and tailored wealth management solutions.

    Investment Services · Financial Advisors
    Scott Yatchyshyn - Prudential Financial logo

    Scott Yatchyshyn - Prudential Financial

    945 Berkshire Blvd #100, Wyomissing, PA

    (610) 401-9192

    Scott Yatchyshyn - Prudential Financial in Wyomissing specializes in providing expert investment services tailored to meet diverse financial goals. Highlighted for professional investment guidance, Scott delivers trusted financial advice to the local community.

    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

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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

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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

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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

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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

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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

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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.