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 logo
    4.0(47)

    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.

    Insurance Agents/Brokers · Financial Advisors · Accountants
    The Kathy Barry Agency- Robesonia logo
    4.9(46)

    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.

    Insurance Agents/Brokers
    Sean Reali - State Farm Insurance Agent logo
    5.0(45)

    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.

    Insurance Agents/Brokers
    Schaeffer Insurance logo

    Schaeffer Insurance

    3501 Kutztown Rd, Reading, PA

    (610) 921-1567

    4.7(43)

    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.

    Insurance Agents/Brokers
    Steve Kope at Comparion Insurance Agency logo

    Steve Kope at Comparion Insurance Agency

    2001 State Hill Rd #104, Wyomissing, PA

    (610) 568-9456

    Verified
    4.9(42)

    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.

    Insurance Agents/Brokers · Real Estate Agents/Brokers
    Adoniram Insurance logo

    Adoniram Insurance

    500 Buttonwood St, Reading, PA

    (610) 371-0100

    4.0(42)

    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.

    Insurance Agents/Brokers
    First National Bank logo

    First National Bank

    3045 N 5th Street Hwy, Reading, PA

    (610) 603-2400

    2.3(42)

    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.

    Banks
    Riverfront Federal Credit Union logo
    4.2(40)

    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.

    Credit Unions · Banks
    John Conner Insurance Agency and Berkshire Insurance Services logo
    4.9(39)

    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.

    Insurance Agents/Brokers
    USHealth Advisors - Evan Markwood logo
    Verified
    5.0(38)

    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.

    Insurance Agents/Brokers
    Tidewater Mortgage Services, Inc. logo

    Tidewater Mortgage Services, Inc.

    3608 St Lawrence Ave # 102, Reading, PA

    (610) 603-0241

    4.9(38)

    Tidewater Mortgage Services, Inc. in Reading excels in delivering smooth mortgage experiences with its professional, accessible team renowned for personalized, round-the-clock support.

    Mortgage Lenders
    Jed Siatkowski - State Farm Insurance Agent logo
    4.9(36)

    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.

    Insurance Agents/Brokers
    Andrew J Farrara Insurance Agency logo
    4.6(36)

    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.

    Insurance Agents/Brokers
    Wells Fargo Bank logo

    Wells Fargo Bank

    3050 N 5th St Hwy, Reading, PA

    (610) 921-8517

    2.5(36)

    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.

    Banks
    Fleetwood Bank logo

    Fleetwood Bank

    E Main St & N Franklin St, N Franklin St, Fleetwood, PA

    (610) 944-7666

    4.1(35)

    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.

    Banks
    Michael Stewart Mortgage Advisor logo

    Michael Stewart Mortgage Advisor

    1118 Ryebrook Rd, Sinking Spring, PA

    5.0(34)

    Michael Stewart Mortgage Advisor in Sinking Spring provides expert guidance and rapid mortgage solutions, renowned for personalized attention and exceptional VA loan expertise.

    Mortgage Lenders · Insurance Agents/Brokers · Real Estate Agents/Brokers
    Javier Ortega-Benitez - State Farm Insurance Agent logo
    4.1(34)

    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.

    Insurance Agents/Brokers
    Abstracting Company of Berks County logo
    3.6(34)

    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.

    Insurance Agents/Brokers
    Elliker Financial logo

    Elliker Financial

    3821 Main St, Morgantown, PA

    (610) 858-0285

    5.0(33)

    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.

    Financial Advisors
    The Kathy Barry Agency - Douglassville logo

    The Kathy Barry Agency - Douglassville

    926 Benjamin Franklin Hwy, Douglassville, PA

    (610) 582-5204

    5.0(33)

    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.

    Insurance Agents/Brokers
    Wells Fargo Bank logo

    Wells Fargo Bank

    1940 N 13th St, Reading, PA

    (610) 921-4310

    1.8(32)

    Wells Fargo Bank in Reading offers comprehensive banking services with a reputation for ample parking and notably helpful staff, like Carolina Sanchez.

    Banks
    OneMain Financial logo

    OneMain Financial

    4300 Perkiomen Ave, Reading, PA

    (610) 921-2021

    4.3(31)

    OneMain Financial in Reading, PA, offers a swift and straightforward loan process with staff celebrated for exceptional support and manageable payment plans.

    Loan agency
    Wells Fargo Bank logo

    Wells Fargo Bank

    1700 Lancaster Ave, Shillington, PA

    (610) 777-0776

    3.1(31)

    Wells Fargo Bank in Shillington provides comprehensive banking services with a reputation for friendly, professional staff and a reliable mobile banking platform.

    Banks
    Snyder Insurance Agency Inc. logo

    Snyder Insurance Agency Inc.

    1020 James Dr Suite 102, Leesport, PA

    (610) 926-6900

    4.8(30)

    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.

    Insurance Agents/Brokers
    Body-Borneman Home | Health Insurance Pennsylvania logo
    4.5(30)

    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.

    Insurance Agents/Brokers

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.