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 logo
    3.7(15)

    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.

    Insurance Agents/Brokers
    Tompkins Bank & Trust logo

    Tompkins Bank & Trust

    1199 Berkshire Blvd, Wyomissing, PA

    (610) 372-8877

    3.3(15)

    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.

    Banks
    Citizens Supermarket Branch logo

    Citizens Supermarket Branch

    2643 Shillington Rd, Sinking Spring, PA

    (610) 670-6604

    3.1(15)

    Citizens Supermarket Branch in Sinking Spring is a convenient bank offering friendly service and free business checking, with seven-day operation for added accessibility.

    Banks
    Berks County Insurance Group, Inc. logo
    5.0(14)

    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.

    Insurance Agents/Brokers
    Patrick Insurance Agency, Inc. logo

    Patrick Insurance Agency, Inc.

    3657 Penn Ave, Sinking Spring, PA

    (610) 670-2716

    4.6(14)

    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.

    Insurance Agents/Brokers
    Ephrata National Bank logo

    Ephrata National Bank

    6296 Morgantown Rd, Morgantown, PA

    (610) 286-0566

    4.4(14)

    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.

    Banks
    Adams, LaVentura & Associates logo

    Adams, LaVentura & Associates

    8484 Allentown Pike, Blandon, PA

    (610) 916-6393

    5.0(12)

    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.

    Financial Advisors
    Tom Lynch - Gateway Mortgage logo

    Tom Lynch - Gateway Mortgage

    1020 James Dr Suite 101, Leesport, PA

    (610) 347-8158

    5.0(12)

    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.

    Mortgage Lenders
    Moyer Insurance & Financial logo

    Moyer Insurance & Financial

    875a Berkshire Blvd, Wyomissing, PA

    (610) 750-7120

    4.9(12)

    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.

    Insurance Agents/Brokers · Financial Advisors
    Element Risk Management | Insurance Agency - Shillington logo
    4.7(12)

    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.

    Insurance Agents/Brokers
    M&T Bank logo

    M&T Bank

    52 S Fourth St, Hamburg, PA

    (610) 562-3811

    3.7(12)

    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.

    Financial Advisors
    Truist logo

    Truist

    21 N 6th St, Reading, PA

    (610) 373-2177

    3.3(12)

    Truist in Reading, PA, is a local bank offering a range of financial services, with standout service from staff member Dan.

    Banks · Financial Advisors
    Fleetwood Bank - Kutztown logo

    Fleetwood Bank - Kutztown

    15300 Kutztown Rd, Kutztown, PA

    (610) 743-8090

    4.8(11)

    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.

    Banks
    Gateway Mortgage logo

    Gateway Mortgage

    1020 James Dr Suite 101, Leesport, PA

    (484) 660-6120

    4.6(11)

    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.

    Mortgage Lenders
    Sandy Cohen - State Farm Insurance Agent logo
    4.6(11)

    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.

    Insurance Agents/Brokers

    We are hiring

    M&T Bank logo

    M&T Bank

    1 W Lancaster Ave, Shillington, PA

    (610) 796-0487

    3.9(11)

    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.

    Banks
    Members 1st Federal Credit Union logo

    Members 1st Federal Credit Union

    4620 W Penn Ave, Sinking Spring, PA

    (800) 237-7288

    3.5(11)

    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.

    Credit Unions
    David Payonk at CrossCountry Mortgage logo

    David Payonk at CrossCountry Mortgage

    26 Village Center Dr Unit B-1, Reading, PA

    (877) 773-1226

    5.0(10)

    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.

    Mortgage Lenders
    PRMG logo

    PRMG

    955 Benjamin Franklin Hwy, Douglassville, PA

    (610) 972-5546

    5.0(10)

    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.

    Mortgage Lenders
    United Insurance LLC logo

    United Insurance LLC

    1800 Hampden Blvd, Reading, PA

    (610) 750-5879

    5.0(10)

    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.

    Insurance Agents/Brokers
    Jaime Cartagena at CrossCountry Mortgage logo

    Jaime Cartagena at CrossCountry Mortgage

    1220 Broadcasting Rd Suite 201, Wyomissing, PA

    (610) 320-2829

    4.9(10)

    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.

    Mortgage Lenders · Banks
    Fleetwood Bank - Shoemakersville logo

    Fleetwood Bank - Shoemakersville

    455 Main St, Shoemakersville, PA

    (484) 660-1043

    3.9(10)

    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.

    Banks
    Sun Federal Credit Union logo

    Sun Federal Credit Union

    2209 Quarry Dr # C37, West Lawn, PA

    (800) 786-0945

    3.9(10)

    Sun Federal Credit Union in West Lawn, PA, provides financial services with a friendly and approachable staff, particularly praised for their humor and helpfulness.

    Credit Unions · Banks
    Santander Bank Branch logo

    Santander Bank Branch

    2220 State Hill Rd, Wyomissing, PA

    (610) 685-0581

    3.1(10)

    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.

    Banks
    Fulton Bank logo

    Fulton Bank

    4001 Perkiomen Ave, Reading, PA

    (610) 779-6737

    2.8(10)

    Fulton Bank in Reading, PA, offers personalized banking solutions with a welcoming, small-town vibe and accessible, attentive management.

    Banks

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.