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
Dan Eisenhooth - State Farm Insurance Agent in Blandon, PA offers reliable and professional insurance services. Known for responsive customer care and expertise in home and auto insurance.
Tompkins Bank & Trust is a Wyomissing financial institution offering everyday banking, account services, and a convenient drive-in teller. Customers highlight friendly, knowledgeable staff, clear communication, attentive fraud support, and no pressure to open extra accounts.
Citizens Supermarket Branch in Sinking Spring is a convenient bank offering friendly service and free business checking, with seven-day operation for added accessibility.
Berks County Insurance Group, Inc. in Reading, PA, offers comprehensive insurance solutions with personalized service and substantial cost savings. Clients praise the professionalism and efficiency of their team, making the entire process seamless and stress-free.
Patrick Insurance Agency, Inc. in Sinking Spring, PA, offers comprehensive insurance solutions with a personal touch from a dedicated father-daughter team. Renowned for professionalism, responsiveness, and lasting customer trust, they deliver outstanding savings and coverage.
Ephrata National Bank in Morgantown is a community bank offering checking, savings, and everyday personal banking services. Reviewers praise knowledgeable staff who explain options clearly and help first-time account holders learn banking basics.
Adams, LaVentura & Associates is an independent financial consulting practice in Blandon, working with individuals, families and small business owners on investment and retirement planning. Clients cite decades-long relationships with the same advisor, professional guidance and quick follow-through on requests.
Tom Lynch - Gateway Mortgage in Leesport, PA offers personalized mortgage solutions with exceptional 24/7 availability and expert guidance. Clients appreciate Tom's innovative financing strategies that ensure smooth, stress-free transactions.
Moyer Insurance & Financial in Wyomissing provides trusted insurance services and expert financial planning. Clients praise Jon Moyer's personalized guidance and the professional, caring staff for their dedication and reliability.
Element Risk Management | Insurance Agency - Shillington
20 W Lancaster Ave, Shillington, PA
Element Risk Management in Shillington, PA, is an insurance agency recognized for its professionalism, competitive pricing, and client-first advice. Clients appreciate their timely, clear communication and proactive approach to finding the best insurance rates.
M&T Bank in Hamburg provides personal and business banking along with financial guidance from relationship bankers. Housed in the historic downtown Hamburg Savings & Trust building, it's praised for its friendly team, prompt answers, and 24-hour ATM access.
Truist in Reading, PA, is a local bank offering a range of financial services, with standout service from staff member Dan.
Fleetwood Bank's Kutztown branch is a community bank offering deposits, withdrawals, account openings and loan inquiries, with a drive-through lane and accessible parking. Customers highlight the friendly local staff who greet them by name, quick accurate transactions, and phone calls answered by a real person.
Gateway Mortgage in Leesport, PA, excels in providing fast, seamless mortgage solutions with a trusted team led by Gary Brown, known for personalized service and deep expertise.
Sandy Cohen - State Farm Insurance Agent in Wyomissing offers personalized insurance solutions with exceptional service from knowledgeable agents. Clients appreciate the attentive, professional staff and the convenience of a local office.
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M&T Bank in Shillington, PA, offers comprehensive banking services, with customers praising manager Lois for her exceptional leadership and fostering long-term customer loyalty.
Members 1st Federal Credit Union in Sinking Spring, PA, offers personalized banking and loan services with friendly, immediate assistance. Customers value their clear explanations and proximity to knowledgeable staff.
David Payonk at CrossCountry Mortgage in Reading excels in simplifying the home financing process with professional guidance and patient support, especially for first-time buyers. Clients admire his commitment to finding the best financing options and praise his approachable and knowledgeable service.
PRMG in Douglassville, PA, is a trusted mortgage lender renowned for empathetic service and adeptly managing intricate refinancing and home purchase scenarios. Known for exceptional staff communication, they ensure a seamless, stress-free mortgage experience.
United Insurance LLC in Reading, PA offers a comprehensive range of insurance solutions, praised for its knowledgeable staff and competitive rates. Customers appreciate the prompt, friendly service and the convenience of accessing multiple insurance options under one roof.
Jaime Cartagena at CrossCountry Mortgage
1220 Broadcasting Rd Suite 201, Wyomissing, PA
Jaime Cartagena at CrossCountry Mortgage in Wyomissing provides expert mortgage lending services, praised for professionalism, clear communication, and notable rate negotiations. Clients commend the team's knowledgeable guidance and strong collaborative support throughout the home-buying process.
Fleetwood Bank in Shoemakersville provides a welcoming atmosphere with personalized service and active community involvement. Customers appreciate the bank's proactive approach to solving inquiries and efficient, friendly interactions.
Sun Federal Credit Union in West Lawn, PA, provides financial services with a friendly and approachable staff, particularly praised for their humor and helpfulness.
Santander Bank Branch in Wyomissing, PA is recognized for its welcoming tellers and efficient account setup process. Many customers appreciate the courteous staff and prompt in-branch service.
Fulton Bank in Reading, PA, offers personalized banking solutions with a welcoming, small-town vibe and accessible, attentive management.
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.



























