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
Emily Nein Loan Originator at Mortgage America Inc. in Wyomissing, PA excels in delivering quick, professional mortgage services with flexible availability. Clients value her expert guidance, seamless process handling, and commitment to clear communication.
Steve Drager - Gateway Mortgage in Leesport, PA, offers personalized mortgage solutions with a focus on clear, detailed guidance for first-time homebuyers. Known for responsive communication and tailored financial planning, Steve ensures a smooth, informed lending experience.
WestSide Insurance Services in West Lawn offers tailored insurance solutions with a focus on prompt, personalized service and cost-effective coverage enhancements. Clients consistently commend their swift claim handling and thorough, expert guidance.
Nationwide Insurance: William C. Young III Agency in Reading is renowned for its approachable, professional service and long-lasting client relationships. Customers appreciate Bill Young’s expertise and the team’s reliability in handling insurance needs.
Insurance Offices, Ltd. in Wyomissing, PA, offers personalized insurance solutions with a focus on clarity and comprehensive coverage. Known for their thorough policy reviews and knowledgeable staff, they've earned a reputation as the area's top choice for insurance needs.
PSECU Financial Education Center at Reading Area Community College
Area Community College, Berks Hall, 10 S 2nd St, Reading, PA
PSECU Financial Education Center at Reading Area Community College in Reading offers affordable loans and CDs, known for effective debt consolidation services and trusted family recommendations.
Santander Bank Branch in Shillington offers a range of banking services with a friendly and professional team. Customers appreciate prompt service when scheduling appointments and commend standout staff members like Jason for their expertise.
John Guarino Insurance in Douglassville is recognized for its expert guidance and competitive auto insurance pricing, offering personalized service with access to multiple carriers. The agency stands out for its knowledgeable team, with John and Zack receiving praise for attentive support and helping clients secure the best rates.
Tompkins Bank & Trust in Hamburg provides community banking and financial guidance, from everyday accounts to mobile banking setup. Customers highlight courteous staff, patient answers to questions, quick issue resolution, and a free coin counter for clients.
Customers Bank operates a full-service branch in Wyomissing, handling checking and savings accounts, CDs, money market accounts, debit cards, and loan and mortgage inquiries. Customers note the friendly, respectful staff and patient, bilingual guidance offered by personal bankers during account setup.
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Ambler Savings Bank in Bally is a community bank offering everyday banking along with financial and insurance services and advising. Customers praise the Bally team for friendly, personal treatment and consistently going above and beyond.
EricQuote is an experienced insurance broker known for securing competitively priced policies and exceptional savings, while providing tailored, attentive service to meet complex coverage needs.
JC Agency & More, led by Jacqueline R. Castillo, is an independent auto insurance agency in downtown Reading, also assisting with vehicle-related paperwork. Customers describe the staff as consistently excellent and quick to find a way to help.
Nereida Ceballos at CrossCountry Mortgage in Reading is known for professional handling of mortgage processes, highlighted by exceptional availability and efficient closings. Clients appreciate her attentiveness and effective communication, leading to high satisfaction and glowing recommendations.
Farina Insurance, Ltd. in Wyomissing delivers affordable insurance plans with exceptional customer service. Clients appreciate the professionalism of representatives like Jennifer and Dave, who ensure clear communication and convenient parking.
Farmers Insurance - Gregory Klick in Laureldale offers a diverse range of insurance products with fast, efficient service and competitive pricing. Clients appreciate Greg Klick's knowledgeable, personalized service and the long-term relationships he fosters.
Mid Penn Bank's Wyomissing branch offers personal checking, savings, CDs, IRAs, online and mobile banking, plus business lending and mortgages. Customers point to courteous tellers, convenient drive-through lanes, and dependable service over many years.
Al Leach Insurance Agency in Shillington excels in delivering expert insurance solutions with personalized, knowledgeable service and dependable support. Known for competitive pricing and tailored plan options, clients trust their comprehensive coverage needs.
CM Financial Advisors LLC in Wyomissing provides expert financial guidance and tax preparation, offering personalized, multi-generational service rooted in trust and deep expertise.
Holistic Financial Services in Wyomissing is a financial advisory practice covering investments, insurance, taxes, expenses, and retirement planning. Clients cite Jeffrey's thorough discovery process, responsive communication, and relationships built over decades, along with informative client seminars.
Reading Berks School Employees Credit Union in Reading, PA, is known for its patient and caring team, offering competitive loan rates and dedicated end-to-end support for its members.
Strausser Insurance Agency, Inc in Hamburg offers attentive and personalized insurance services with options for premium savings. Known for its friendly staff and responsiveness.
Visions Federal Credit Union in Reading offers friendly, attentive service and convenient banking through its shared branch network and inside-store location. Members appreciate the dual-sided $25 referral incentive and ample parking.
FA Insurance in Shillington, PA, provides seasoned auto insurance expertise, trusted since 1959. Known for their exceptional customer service and dedicated staff, they ensure a seamless and personable experience.
Rhode Agency Inc is an insurance agency in Kutztown, PA serving clients with personalized attention and consistent staff relationships. Known for building family-like trust with customers spanning decades.
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.



























