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 - Mortgage America Inc. logo
    5.0(9)

    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.

    Mortgage Lenders
    Steve Drager - Gateway Mortgage logo

    Steve Drager - Gateway Mortgage

    1020 James Dr Suite 101, Leesport, PA

    (484) 660-6123

    5.0(9)

    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.

    Mortgage Lenders
    WestSide Insurance Services logo

    WestSide Insurance Services

    25 Stevens Ave building a suite 5, West Lawn, PA

    (484) 987-7456

    5.0(9)

    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.

    Insurance Agents/Brokers
    Nationwide Insurance: William C. Young Iii Agency logo
    4.0(9)

    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 Agents/Brokers
    Insurance Offices, Ltd. logo

    Insurance Offices, Ltd.

    1 Greenwood Mall, Wyomissing, PA

    (800) 408-5060

    3.9(9)

    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.

    Insurance Agents/Brokers
    PSECU Financial Education Center at Reading Area Community College logo

    PSECU Financial Education Center at Reading Area Community College

    Area Community College, Berks Hall, 10 S 2nd St, Reading, PA

    (610) 236-4780

    3.6(9)

    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.

    ATMs · Credit Unions · Colleges/Universities
    Santander Bank Branch logo

    Santander Bank Branch

    12 Parkside Ave, Shillington, PA

    (610) 775-6940

    3.4(9)

    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.

    Banks
    John Guarino Insurance logo

    John Guarino Insurance

    515 Old Swede Rd Suite B6, Douglassville, PA

    (610) 953-3333

    5.0(8)

    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.

    Insurance Agents/Brokers
    Tompkins Bank & Trust logo

    Tompkins Bank & Trust

    801 S Fourth St, Hamburg, PA

    (610) 562-3277

    4.0(8)

    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.

    Financial Advisors
    Customers Bank logo

    Customers Bank

    1101 Woodland Rd, Wyomissing, PA

    (610) 743-8010

    2.9(8)

    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.

    Banks · Credit Unions

    We are hiring

    Ambler Savings Bank logo

    Ambler Savings Bank

    323 Main St, Bally, PA

    (610) 845-3353

    5.0(7)

    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.

    Banks · Financial Advisors
    EricQuote logo

    EricQuote

    Serves the local area

    (484) 599-0170

    5.0(7)

    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.

    Insurance Agents/Brokers
    Jc Agency & More Jacqueline R Castillo logo
    5.0(7)

    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.

    Insurance Agents/Brokers
    Nereida Ceballos at CrossCountry Mortgage logo

    Nereida Ceballos at CrossCountry Mortgage

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

    (610) 587-0589

    5.0(7)

    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.

    Mortgage Lenders
    Farina Insurance, Ltd. logo

    Farina Insurance, Ltd.

    930 Penn Ave, Wyomissing, PA

    (610) 375-8140

    4.3(7)

    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.

    Insurance Agents/Brokers
    Farmers Insurance - Gregory Klick logo

    Farmers Insurance - Gregory Klick

    3631 Kutztown Rd, Laureldale, PA

    (484) 509-4459

    3.9(7)

    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.

    Insurance Agents/Brokers
    Mid Penn Bank logo

    Mid Penn Bank

    1310 Broadcasting Rd, Wyomissing, PA

    (610) 898-7700

    2.1(7)

    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.

    Banks · Mortgage Lenders
    Al Leach Insurance Agency logo

    Al Leach Insurance Agency

    534 E Lancaster Ave, Shillington, PA

    (610) 301-0237

    5.0(6)

    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.

    Insurance Agents/Brokers
    CM Financial Advisors LLC logo

    CM Financial Advisors LLC

    55 Commerce Dr, Wyomissing, PA

    (610) 288-5800

    5.0(6)

    CM Financial Advisors LLC in Wyomissing provides expert financial guidance and tax preparation, offering personalized, multi-generational service rooted in trust and deep expertise.

    Financial Advisors · Investment Services
    Holistic Financial Services logo

    Holistic Financial Services

    1290 Broadcasting Rd Ste 122, Wyomissing, PA

    (610) 655-5140

    Verified
    5.0(6)

    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.

    Financial Advisors
    Reading Berks School Employees Credit Union logo
    5.0(6)

    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.

    Credit Unions · Banks
    Strausser Insurance Agency, Inc logo
    5.0(6)

    Strausser Insurance Agency, Inc in Hamburg offers attentive and personalized insurance services with options for premium savings. Known for its friendly staff and responsiveness.

    Insurance Agents/Brokers
    Visions Federal Credit Union logo

    Visions Federal Credit Union

    4655 Perkiomen Ave, Reading, PA

    (800) 242-2120

    5.0(6)

    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.

    Credit Unions
    FA Insurance logo

    FA Insurance

    30 E Lancaster Ave, Shillington, PA

    (610) 775-0333

    4.2(6)

    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.

    Insurance Agents/Brokers
    Rhode Agency Inc logo

    Rhode Agency Inc

    252 W Main St, Kutztown, PA

    (610) 683-3565

    4.2(6)

    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.

    Insurance 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.