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
Klick Financial Services & Notary / Northshire Insurance
3631 Kutztown Rd, Laureldale, PA
Klick Financial Services & Notary in Laureldale provides efficient tax preparation, fast notary services, and significant savings on insurance with transparent pricing. Kristina is particularly commended for her friendly and knowledgeable service.
The Kathy Barry Agency in Robesonia, PA, is an insurance agency celebrated for its friendly, professional service and significant cost savings. Clients praise the team for their prompt responses and comprehensive guidance, with standout agents offering bilingual support and personalized care.
Sean Reali - State Farm Insurance Agent in Reading writes auto, home, renters, life, business and other State Farm coverage for Berks County and beyond. Clients cite knowledgeable, family-like service, quick responses, competitive rates and strong support during claims.
Schaeffer Insurance in Reading is known for delivering prompt, personalized service and significant savings on a variety of insurance policies. Clients appreciate their quick response times and reliable claims support, fostering long-term trust and loyalty.
Steve Kope at Comparion Insurance Agency in Wyomissing specializes in personalized insurance solutions, praised for saving clients money through tailored policy bundling and expert guidance.
Adoniram Insurance in Reading, PA, offers comprehensive insurance, vehicle registration, and notary services under one roof, known for delivering significant car insurance savings and efficient service. Many customers appreciate the polite and patient staff.
First National Bank in Reading provides essential banking services and is valued for retaining Metro Bank's free checking benefits. The Exeter branch stands out for its exceptional staff friendliness.
Riverfront Federal Credit Union is a member-owned, not-for-profit financial cooperative in Reading, offering checking, savings, certificates, money market and retirement accounts, cards, and loans. Members praise staff like Joel, Yasmin, and Kirstie for smooth lending help, and note the clean in-branch Squawk Café.
John Conner Insurance Agency and Berkshire Insurance Services
1153 Penn Ave, Wyomissing, PA
John Conner Insurance Agency and Berkshire Insurance Services in Wyomissing specializes in auto insurance with personalized, expert guidance. Clients appreciate Cheryl Whitcombe's dedication, trustworthiness, and ability to tailor cost-effective coverage solutions.
USHealth Advisors - Evan Markwood in Reading, PA, is known for its expert health insurance guidance, offering personalized, cost-effective plans with exceptional service and clear communication. Noted for helping families and businesses find tailored insurance solutions with professionalism and trustworthiness.
Tidewater Mortgage Services, Inc. in Reading excels in delivering smooth mortgage experiences with its professional, accessible team renowned for personalized, round-the-clock support.
Jed Siatkowski - State Farm Insurance Agent in Reading offers trustworthy insurance advice with a warm, family-like atmosphere. Clients appreciate Jed's hands-on claims support and the team's expertise in providing cost-effective insurance solutions.
Andrew J Farrara Insurance Agency in Reading delivers personalized insurance solutions with professional service and competitive, transparent rates. Long-standing client relationships reflect their commitment to customer satisfaction and trust.
Wells Fargo Bank in Reading, PA, offers a full range of banking services with standout staff known for their professionalism and efficiency. Patrons appreciate the dedicated service of personal bankers like Aladdin and tellers who ensure a positive banking experience.
Fleetwood Bank is a community bank in Fleetwood offering personal accounts and everyday banking at its Main Street and Lyons branches. Customers cite friendly, knowledgeable tellers who greet them by name and resolve account questions quickly.
Michael Stewart Mortgage Advisor
1118 Ryebrook Rd, Sinking Spring, PA
Michael Stewart Mortgage Advisor in Sinking Spring provides expert guidance and rapid mortgage solutions, renowned for personalized attention and exceptional VA loan expertise.
Javier Ortega-Benitez - State Farm Insurance Agent in Reading offers personalized insurance solutions with a reputation for helpful, thorough service and cost-saving expertise. Known for its friendly, bilingual support, the agency builds strong customer relationships and provides valued car and renters insurance deals.
Abstracting Company of Berks County in Reading specializes in comprehensive title services, offering bilingual support and efficient closings. Known for thorough expertise, the team ensures smooth transactions and excellent customer service.
Elliker Financial is a locally owned financial advisory firm in Morgantown offering retirement planning, investment, insurance, and tax guidance. Clients credit Steve Elliker with clear, patient explanations, a client-first approach, and plans that build lasting confidence.
The Kathy Barry Agency in Douglassville provides comprehensive insurance solutions, praised for excellent customer service, proactive rate shopping, and a dedicated team known for their quick, personable support.
Wells Fargo Bank in Reading offers comprehensive banking services with a reputation for ample parking and notably helpful staff, like Carolina Sanchez.
OneMain Financial in Reading, PA, offers a swift and straightforward loan process with staff celebrated for exceptional support and manageable payment plans.
Wells Fargo Bank in Shillington provides comprehensive banking services with a reputation for friendly, professional staff and a reliable mobile banking platform.
Snyder Insurance Agency Inc. in Leesport, PA, offers reliable insurance solutions with fast quotes and personalized, knowledgeable service. As a trusted third-generation family business, clients appreciate their deep expertise and consistent customer care.
Body-Borneman Home | Health Insurance Pennsylvania
17 E Philadelphia Ave, Boyertown, PA
Body-Borneman is an independent insurance brokerage in Boyertown, placing personal coverage such as homeowners insurance through a range of regional and national carriers. Clients point to friendly agents, clear explanations of their options, fast quotes, and competitive pricing.
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.



























