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

    Riverfront Federal Credit Union logo

    Riverfront Federal Credit Union

    2001 Museum Rd, Wyomissing, PA

    (610) 374-8351

    4.1(20)

    Riverfront Federal Credit Union in Wyomissing provides reliable financial services, known for quick loan approvals and exceptional staff support. Members appreciate their flexible overdraft policies and valuable auto loan benefits.

    Credit Unions
    Citizens logo

    Citizens

    70 Commerce Dr, Wyomissing, PA

    (610) 736-6913

    3.9(20)

    Citizens in Wyomissing is a trusted bank known for exceptional personal service, attentive staff, and a welcoming, dog-friendly atmosphere.

    Banks
    Wells Fargo Bank logo

    Wells Fargo Bank

    2585 State Hill Rd, Wyomissing, PA

    (610) 670-6408

    3.6(20)

    Wells Fargo Bank in Wyomissing offers comprehensive banking services with a focus on advanced digital options and accommodating walk-in policies. Customers appreciate the helpful support of staff, particularly for commercial banking and drive-thru assistance.

    Banks

    Accountable Agents

    88 Skyview Ln, Reading, PA

    (610) 375-7000

    5.0(19)

    Accountable Agents in Reading, PA, provides professional notary services marked by outstanding staff friendliness, clear communication, and fair pricing. Known for their timely responses and seamless processes, they ensure a hassle-free experience for clients.

    Insurance Agents/Brokers
    Curtis DeTurk Motto Mortgage Center logo

    Curtis DeTurk Motto Mortgage Center

    1290 Broadcasting Rd, Wyomissing, PA

    (610) 823-1266

    5.0(19)

    Curtis DeTurk Motto Mortgage Center in Wyomissing, PA, specializes in efficient, stress-free mortgage solutions, known for exceptional communication and ongoing client support.

    Mortgage Lenders
    Element Risk Management | Insurance Agency - Wyomissing logo
    5.0(19)

    Element Risk Management in Wyomissing provides comprehensive insurance solutions with a team renowned for responsiveness, expertise, and competitive pricing. Clients praise their warm, personalized support and ease of handling claims.

    Insurance Agents/Brokers
    Guild Mortgage Company logo

    Guild Mortgage Company

    2208 Quarry Dr #205, West Lawn, PA

    (484) 713-1850

    4.6(19)

    Guild Mortgage Company in West Lawn, PA, specializes in providing tailored mortgage solutions with a team known for professionalism and effective financial guidance. Many satisfied clients praise their personalized support, especially in complex situations, and quick financing approvals.

    Mortgage Lenders
    Members 1st Federal Credit Union logo

    Members 1st Federal Credit Union

    4363 Perkiomen Ave, Reading, PA

    (800) 237-7288

    3.1(19)

    Members 1st Federal Credit Union operates a member-owned branch in Reading, serving Exeter Township and eastern Berks County with everyday personal banking. Members often note the welcoming branch atmosphere, friendly drive-thru tellers, and staff who help resolve issues.

    Credit Unions
    Citizens logo

    Citizens

    4215 Perkiomen Ave, Reading, PA

    (610) 370-5400

    2.5(19)

    Citizens in Reading, PA, is a bank offering a range of personal and business financial services, known for friendly staff and efficient service at its drive-thru ATM.

    Banks
    Swift Property Solutions logo

    Swift Property Solutions

    844 Centre Ave, Reading, PA

    (610) 507-4933

    5.0(18)

    Swift Property Solutions is a Reading-based real estate developer known for fast, hassle-free home sales. Customers praise their professionalism, clear communication, and family-like approach to every transaction.

    Financial Advisors
    Ayres Insurance Agency, Inc. logo
    4.3(17)

    Ayres Insurance Agency, Inc. in Birdsboro, PA offers personalized insurance solutions, with agents like Maggie known for clear explanations and significant cost savings. Long-term client relationships highlight trust and proactive service.

    Insurance Agents/Brokers
    Truist logo

    Truist

    1100A Berkshire Blvd, Wyomissing, PA

    (610) 376-9101

    2.6(17)

    Truist in Wyomissing, PA is a bank known for its personalized service and efficient, welcoming in-branch experience. Customers appreciate the accommodating staff and the branch's spotless environment.

    Financial Advisors
    Citizens logo

    Citizens

    830 Lancaster Ave, Reading, PA

    (610) 796-8449

    2.3(17)

    Citizens in Reading, PA, offers a range of banking services in a convenient location, known for its personalized and efficient customer interactions.

    Banks
    Houtz Insurance LLC logo

    Houtz Insurance LLC

    949 Manatawny Rd, Boyertown, PA

    (610) 207-6819

    5.0(16)

    Houtz Insurance LLC is a Boyertown insurance agency offering individual health plans and customized group benefits for businesses. Clients highlight Cheryl Houtz's deep plan knowledge, clear explanations, quick responses, and ongoing advocacy with carriers.

    Insurance Agents/Brokers
    Jamie Tritz Mortgage Branch Manager NMLS#856522 logo

    Jamie Tritz Mortgage Branch Manager NMLS#856522

    955 Benjamin Franklin Hwy, Douglassville, PA

    (610) 823-0694

    5.0(16)

    Jamie Tritz Mortgage Branch Manager in Douglassville offers expert mortgage lending with a focus on rapid closing and personalized, professional service. Clients appreciate Jamie's detailed guidance, quick communication, and the supportive, friendly team atmosphere.

    Mortgage Lenders
    Penn Insurance Services Group, Inc. logo
    5.0(16)

    Penn Insurance Services Group, Inc. in West Lawn, PA, offers reliable insurance solutions with proactive coverage advice and personalized, attentive service from staff like Sean. Clients appreciate the company's commitment to addressing concerns promptly and ensuring comprehensive protection.

    Insurance Agents/Brokers
    Goosehead Insurance - Brad Coley logo

    Goosehead Insurance - Brad Coley

    2851 Centre Ave Suite A3, Reading, PA

    (484) 838-6088

    4.9(16)

    Goosehead Insurance in Reading, PA, led by Brad Coley, offers expertly guided insurance solutions with personalized care and competitive rates, supported by access to a broad network of carriers.

    Insurance Agents/Brokers
    Tiffany Shutta Mutual of Omaha Reverse Mortgage Pennsylvania logo
    4.8(16)

    Tiffany Shutta Mutual of Omaha Reverse Mortgage Pennsylvania specializes in reverse mortgages, offering clients expert guidance and a personal, transparent process. Clients appreciate Tiffany's prompt communication, professional service, and her supportive, educational approach.

    Mortgage Lenders
    CrossKeys Insurance Inc logo

    CrossKeys Insurance Inc

    303 State St, Hamburg, PA

    (610) 562-0677

    4.6(16)

    CrossKeys Insurance Inc in Hamburg specializes in personalized insurance solutions, admired for attentive service and notable savings on home and auto bundles. Clients appreciate the approachable team's clarity and deep expertise.

    Insurance Agents/Brokers

    Bondability

    44 Kellen Ct, Birdsboro, PA

    (800) 818-3940

    4.5(16)

    Bondability in Birdsboro, PA, is an insurance agency known for its outstanding customer service and expertise in bonds and insurance options. With a decade-long reputation for reliability, they offer quick and efficient service with competitive pricing.

    Insurance Agents/Brokers
    Pagoda Federal Credit Union logo

    Pagoda Federal Credit Union

    833 Washington St, Reading, PA

    (610) 373-3840

    3.9(16)

    Pagoda Federal Credit Union in Reading, PA, offers tailored financial solutions and competitive interest rates. Known for its personalized debt consolidation plans and supportive staff.

    Credit Unions · Banks
    Fulton Bank logo

    Fulton Bank

    3045-16 N 5th Street Hwy, Reading, PA

    (610) 921-3108

    2.9(16)

    Fulton Bank in Reading, PA, provides a range of banking services, with friendly staff like Fatima and Amanda receiving praise for their excellent support and helpfulness.

    Banks
    Fulton Bank logo

    Fulton Bank

    210 N 5th St, Reading, PA

    (610) 898-8360

    2.8(16)

    Fulton Bank in Reading, PA offers comprehensive banking services and is known for its friendly tellers and long-term customer loyalty.

    Banks
    Fulton Bank logo

    Fulton Bank

    2100 Van Reed Rd, West Lawn, PA

    (610) 376-4404

    2.6(16)

    Fulton Bank in West Lawn, PA, is renowned for its friendly staff and welcoming atmosphere, providing a positive banking experience. Customers appreciate the accommodating service, particularly at the drive-thru.

    Banks
    Restorative Housing Solutions LLC logo
    5.0(15)

    Restorative Housing Solutions LLC in Reading, PA, offers expert real estate consulting services known for their professionalism, quick transaction processes, and fair pricing. Clients commend the team’s personalized attention and extensive network, particularly highlighting the exceptional service from Luis and Sara.

    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.