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

    Advance Insurance Group LLC logo

    Advance Insurance Group LLC

    2711 N 5th Street Hwy, Reading, PA

    (610) 929-9951

    3.9(30)

    Advance Insurance Group LLC in Reading is an experienced agency offering reliable coverage options with a friendly, professional team. Clients commend their long-standing service, particularly the personalized assistance provided by agent Sonia.

    Insurance Agents/Brokers
    American Insuring Group, Ltd. logo

    American Insuring Group, Ltd.

    37 W Lancaster Ave, Shillington, PA

    (610) 775-3848

    5.0(29)

    American Insuring Group, Ltd. is an independent insurance agency in Shillington, comparing carriers on personal coverage like home and auto plus commercial programs for businesses, contractors, nonprofits and property owners. Clients cite knowledgeable, responsive staff, competitive pricing and relationships that span decades.

    Insurance Agents/Brokers
    Contemporary Insurance, Inc. logo

    Contemporary Insurance, Inc.

    1829 New Holland Rd # 1, Reading, PA

    (610) 777-7905

    4.9(29)

    Contemporary Insurance, Inc. in Reading offers personalized insurance solutions with exceptional agent expertise and accessible support. Known for their seamless claim processes and outstanding customer care, they provide a refreshing insurance experience.

    Insurance Agents/Brokers
    Bello Insurance Group logo

    Bello Insurance Group

    1166 Mulberry St, Reading, PA

    (610) 478-1113

    4.2(29)

    Bello Insurance Group in Reading, PA, is renowned for its fast service and friendly bilingual staff, providing comprehensive insurance, tax, and utility bill payment solutions.

    Insurance Agents/Brokers
    Diamond Credit Union logo

    Diamond Credit Union

    420 S 5th Ave R-Building Reading Hospital, West Reading, PA

    (610) 326-5490

    5.0(28)

    Diamond Credit Union in West Reading provides personalized banking services with a friendly, expert staff known for rapid loan approvals and exceptional member support. Customers appreciate the welcoming atmosphere and convenience of the Tower Health branch.

    Credit Unions · Banks
    Farmers Insurance - Brenda Bechtel logo

    Farmers Insurance - Brenda Bechtel

    1103 New Holland Rd, Reading, PA

    (484) 755-5966

    4.8(28)

    Farmers Insurance - Brenda Bechtel is a local insurance agency in Reading, quoting and servicing Farmers policies, including flood coverage, for clients across Berks County. Reviewers point to Brenda's product knowledge, clear explanations of coverage choices, and quick help with claims and roadside emergencies.

    Insurance Agents/Brokers
    Visions Federal Credit Union logo

    Visions Federal Credit Union

    4245 N 5th Street Hwy, Temple, PA

    (800) 242-2120

    3.5(28)

    Visions Federal Credit Union in Temple offers modern banking facilities with competitive loan rates and friendly, helpful staff. Known for efficient service and a clean environment.

    Credit Unions
    Santander Bank Branch logo

    Santander Bank Branch

    601 Penn St, Reading, PA

    (610) 378-6800

    3.2(28)

    Santander Bank Branch in Reading, PA provides essential banking services, with praise for its convenient downtown location and reliable mobile app. Known for its caring and dedicated staff, the branch maintains a clean and accessible environment.

    Banks
    Fleetwood Bank - Oley logo

    Fleetwood Bank - Oley

    20 King's Plaza, Oley, PA

    (610) 944-3239

    4.8(27)

    Fleetwood Bank's Oley branch is a community bank offering personal and small business accounts in a recently renovated space. Customers highlight the friendly, knowledgeable staff, quick service, and small-town feel where they're known by name.

    Banks
    Denise Drobnick - State Farm Insurance Agent logo
    4.5(27)

    Denise Drobnick - State Farm Insurance Agent in Laureldale, PA, offers personalized insurance solutions with exceptional staff known for their timeliness and industry expertise. Clients trust this agency for its competitive pricing, reliable service, and tailored coverage recommendations.

    Insurance Agents/Brokers
    Lorgia Cicmansky: Allstate Insurance logo
    3.9(27)

    Lorgia Cicmansky: Allstate Insurance in Reading offers personalized insurance services, known for efficient claim responses and budget-friendly full-coverage options. Customers appreciate the long-term trust and attentive service provided by Lorgia and her team.

    Insurance Agents/Brokers
    First National Bank logo

    First National Bank

    2117 State Hill Rd, Wyomissing, PA

    (610) 685-1200

    2.4(26)

    First National Bank in Wyomissing provides dependable banking services highlighted by standout staff like Inez, who expertly resolves complex account issues. Customers appreciate the branch’s multichannel support and convenient on-site ATM for quick transactions.

    Banks
    Multi-Services of Berks County, LLC logo
    5.0(25)

    Multi-Services of Berks County, LLC in Reading is a trusted insurance agency offering expert LLC formation, tax preparation, and personalized insurance solutions with a strong reputation for professionalism and efficiency. Customers appreciate their comprehensive range of services, competitive pricing, and reliable, attentive customer care.

    Insurance Agents/Brokers · Accountants · Consultants
    Tidewater Mortgage Services, Inc logo

    Tidewater Mortgage Services, Inc

    644 Penn Ave Ste 101, Reading, PA

    (610) 406-9961

    5.0(24)

    Tidewater Mortgage Services, Inc in Reading is a trusted mortgage lender known for its seamless process and exceptional bilingual assistance, particularly thanks to Miguel Gonzalez and Wander Batista's personalized, patient, and efficient support.

    Mortgage Lenders
    Brian English: Allstate Insurance logo

    Brian English: Allstate Insurance

    2211 Quarry Dr Ste E53, Reading, PA

    (610) 927-2400

    4.8(24)

    Brian English: Allstate Insurance in Reading, PA, offers comprehensive insurance solutions with a focus on swift claims handling and 24/7 client support. Customers appreciate the agency’s expertise and personalized service, building long-lasting, trusted relationships.

    Insurance Agents/Brokers
    Keith Zielaskowski at Rate (NMLS #126951) logo
    4.8(23)

    Keith Zielaskowski at Rate (NMLS #126951) in Wyomissing is a trusted mortgage lender, renowned for swift approvals, deep industry expertise, and a supportive, knowledgeable team.

    Mortgage Lenders
    Prestige Insurance Solutions logo
    4.8(23)

    Prestige Insurance Solutions in Reading provides quick, seamless insurance services renowned for clear communication and personalized, professional attention. Haron Carrasco is especially noted for his exceptional service and ability to simplify complex information.

    Insurance Agents/Brokers
    M&T Bank logo

    M&T Bank

    50 N 5th St, Reading, PA

    (610) 378-3614

    3.0(23)

    M&T Bank in Reading, PA provides comprehensive banking services, noted for personalized in-branch assistance and exceptional service from staff like Katherine and Keynaris Vargas.

    Banks
    A+ Investigations & Protection - Reading logo
    4.6(22)

    A+ Investigations & Protection in Reading, PA offers private investigation and security services, specializing in locating missing persons. Known for professionalism, 24/7 availability, and compassionate handling of sensitive cases.

    Financial Advisors
    Citizens logo

    Citizens

    628 Greenwich St, Reading, PA

    (610) 655-2550

    3.1(22)

    Citizens in Reading, PA, is a trusted bank known for its friendly staff, personalized service, and prompt resolution of financial issues. Patrons appreciate the staff's exceptional customer care and skilled teller services.

    Banks
    Fulton Bank logo

    Fulton Bank

    2677 Shillington Rd, Sinking Spring, PA

    (610) 678-6881

    2.3(22)

    Fulton Bank operates a full-service branch in Sinking Spring, handling deposits, withdrawals, check cashing, lending, business banking and financial planning conversations. Customers note quick, cheerful teller service, helpful management, and staff who take time to explain things clearly.

    Banks
    Vision Insurance Agency logo

    Vision Insurance Agency

    200 Spring Ridge Dr # 101, Wyomissing, PA

    (610) 375-8562

    4.1(21)

    Vision Insurance Agency in Wyomissing, PA, offers knowledgeable insurance solutions with attentive service from experts like Jill and Jim. Clients appreciate their proactive support, reliable claims handling, and responsive communication.

    Insurance Agents/Brokers
    Fulton Bank logo

    Fulton Bank

    100 S 3rd St, Hamburg, PA

    (610) 562-3804

    3.6(21)

    Fulton Bank in Hamburg provides everyday banking and financial guidance, from new account setup to personalized account support. Longtime customers praise the staff for remembering names, explaining things patiently, and creating a warm, family-like atmosphere.

    Financial Advisors
    Truist logo

    Truist

    3000 Shillington Rd, Sinking Spring, PA

    (610) 670-0700

    3.1(21)

    Truist in Sinking Spring is a bank recognized for its attentive and personalized service, particularly from standout employees like Rob and Gloria. With improved teller efficiency and a strong commitment to client needs, they offer comprehensive banking solutions.

    Banks
    Greater Berks Insurance Brokers logo

    Greater Berks Insurance Brokers

    50 Berkshire Ct Suite 200, Wyomissing, PA

    (610) 750-9200

    5.0(20)

    Greater Berks Insurance Brokers in Wyomissing excels in providing tailored insurance solutions with significant savings and swift, responsive service. Known for their expertise in unique coverage needs and exceptional client care.

    Insurance Agents/Brokers · Real Estate 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.