Financial & Insurance Services in Berks County

476 local Financial & Insurance Services in Berks County, with reviews, hours, and contact info.

Find Financial & Insurance Services in Berks County

    David Koeffler Agency logo

    David Koeffler Agency

    2711 N 5th Street Hwy, Reading, PA

    (610) 929-9951

    5.0(5)

    David Koeffler Agency in Reading, PA, offers efficient insurance and license-plate processing, praised for knowledgeable agents and personalized service. Clients appreciate the convenience and thorough, pressure-free consultations both in-person and over the phone.

    Insurance Agents/Brokers
    5.0(5)

    Dwayne Sierra- The Mortgage Guy is a mortgage lender known for exceptional client communication, 24/7 availability, and seamless transaction management. His meticulous approach ensures a smooth and reliable process, earning enthusiastic client recommendations.

    Mortgage Lenders
    Guild Mortgage - Jeff Weeber logo

    Guild Mortgage - Jeff Weeber

    2208 Quarry Dr #205, West Lawn, PA

    (484) 713-1871

    5.0(5)

    Guild Mortgage - Jeff Weeber in West Lawn, PA, offers expert mortgage solutions with a seamless, stress-free process and outstanding communication. Known for exceptional service and an easy online document system, Jeff and his team ensure a smooth home-buying experience.

    Mortgage Lenders
    Hyde Financial Group LLC logo

    Hyde Financial Group LLC

    222 Kenhorst Blvd, Reading, PA

    (610) 775-8733

    5.0(5)

    Hyde Financial Group LLC in Reading offers expert financial planning with a focus on thorough, personalized tax preparation and optimization. Clients appreciate their friendly approach, quick responsiveness, and proactive tax-saving advice, fostering long-term trust and reliability.

    Financial Advisors · Investment Services
    PRIMERICA logo

    PRIMERICA

    10 Zion Church Rd STE 205, Shoemakersville, PA

    (610) 334-8771

    5.0(5)

    Primerica in Shoemakersville is a trusted insurance agency renowned for Rick's expertise in personalized investment strategies and retirement planning, fostering decades-long client loyalty through clear, patient guidance and unwavering professionalism.

    Insurance Agents/Brokers
    Scott A Dietrich, MD logo

    Scott A Dietrich, MD

    2200 Conrad Weiser Pkwy, Womelsdorf, PA

    (610) 816-2020

    5.0(5)

    Scott A Dietrich, MD is a family practice physician in Womelsdorf, PA known for thorough examinations and accurate diagnoses. Patients appreciate his professional yet compassionate approach and the friendly, efficient office staff.

    Financial Advisors
    Velekei Giles Financial Advisors logo
    5.0(5)

    Velekei Giles Financial Advisors in Wyomissing specializes in expertly managed investment portfolios and seamless life insurance solutions, with Patrick's personal and professional approach highly praised by clients.

    Financial Advisors · Investment Services

    Pennsylvania Insurance Group

    5 Hearthstone Ct # 106, Reading, PA

    (267) 841-5659

    4.8(5)

    Pennsylvania Insurance Group in Reading offers comprehensive insurance solutions tailored to meet a variety of client needs.

    Insurance Agents/Brokers
    Spring Ridge Insurance Services logo

    Spring Ridge Insurance Services

    1290 Broadcasting Rd #152, Wyomissing, PA

    (610) 685-2990

    4.2(5)

    Spring Ridge Insurance Services in Wyomissing, PA, offers comprehensive insurance solutions with remarkable responsiveness and expertise, ensuring clients secure competitive rates and clear guidance.

    Insurance Agents/Brokers
    Good Life Financial Advisors logo

    Good Life Financial Advisors

    2395 Lancaster Pike, Reading, PA

    (610) 898-6927

    3.2(5)

    Good Life Financial Advisors in Reading, PA, offers expert financial planning, known for delivering strong investment returns and seamless client onboarding.

    Financial Advisors · Investment Services
    Berkshire Investment Group logo
    5.0(4)

    Berkshire Investment Group in Reading is a trusted financial planner known for its expert brokers and standout professional, Gary Noecker, who consistently deliver reliable and knowledgeable financial guidance.

    Financial Advisors · Investment Services
    George Tritz Mortgage Loan Officer NMSL#2092680 logo

    George Tritz Mortgage Loan Officer NMSL#2092680

    955 Benjamin Franklin Hwy, Douglassville, PA

    (610) 823-0699

    5.0(4)

    George Tritz Mortgage Loan Officer in Douglassville, PA offers expert mortgage lending with a reputation for personalized client care and seamless service. Clients praise George and his team, including standout partner Jamie, for their industry knowledge, reliability, and smooth loan process.

    Mortgage Lenders

    Integrity Services & Solutions

    5 S Centre Ave Suite A4, Leesport, PA

    (610) 939-9593

    5.0(4)

    Integrity Services & Solutions in Leesport specializes in comprehensive insurance solutions, known for their expertise and supportive staff. Their notary services are praised for efficiency and courteousness.

    Insurance Agents/Brokers
    Keila Rivera - Insurance Agent logo
    5.0(4)

    Keila Rivera is an insurance broker celebrated for her expert knowledge and personalized, client-focused service. Clients value her detailed plan explanations and her consistent efforts to exceed expectations.

    Insurance Agents/Brokers
    Motto Mortgage Center logo

    Motto Mortgage Center

    1290 Broadcasting Rd, Wyomissing, PA

    (484) 772-4350

    5.0(4)

    Motto Mortgage Center in Wyomissing excels at providing clients with clear, supportive guidance and expert mortgage solutions, thanks to Curtis and Mary's hands-on approach. Their reliable, prompt communication and deep mortgage knowledge earn trust and foster long-term client relationships.

    Mortgage Lenders
    Prussman-Goss Accountants and Advisors logo

    Prussman-Goss Accountants and Advisors

    3 Park Plaza Suite 207, Wyomissing, PA

    (484) 987-2167

    5.0(4)

    Prussman-Goss Accountants and Advisors in Wyomissing offers expert tax services known for professionalism and precision. Clients commend James and his team for their experience and responsive support.

    Financial Advisors · Investment Services · Accountants
    Sonya Pedraza at CrossCountry Mortgage logo

    Sonya Pedraza at CrossCountry Mortgage

    1220 Broadcasting Rd Suite 201, Wyomissing, PA

    (484) 408-0819

    5.0(4)

    Sonya Pedraza at CrossCountry Mortgage in Wyomissing offers expert mortgage lending with a focus on responsiveness, guidance, and long-term client dedication. Known for making the homebuying process smooth and empowering clients with valuable insights.

    Mortgage Lenders
    Visions Federal Credit Union logo

    Visions Federal Credit Union

    600 E Lancaster Ave, Shillington, PA

    (800) 242-2120

    5.0(4)

    Visions Federal Credit Union in Shillington, PA, offers a professional financial experience, praised for its friendly and consistently excellent staff.

    Credit Unions · Banks
    Richard I Hart Insurance Agency logo

    Richard I Hart Insurance Agency

    2447 Perkiomen Ave, Reading, PA

    (484) 408-0034

    4.8(4)

    Richard I Hart Insurance Agency in Reading, PA, offers comprehensive insurance solutions with expert, friendly guidance and clear communication at every step. Clients appreciate the agency's professionalism and ability to simplify complex processes, ensuring they feel secure and well-informed about their coverage options.

    Insurance Agents/Brokers
    C & C Asset Management logo

    C & C Asset Management

    521 E Lancaster Ave rear, Shillington, PA

    (610) 775-9000

    4.0(4)

    C & C Asset Management in Shillington specializes in investment services, with knowledgeable accountants skilled in navigating complex tax regulations. Many clients appreciate their approachable team and long-term reliability.

    Investment Services · Financial Advisors · Accountants
    Contour Mortgage logo

    Contour Mortgage

    2345 Bernville Rd 2nd Floor, Reading, PA

    (610) 223-2622

    4.0(4)

    Contour Mortgage in Reading, PA, specializes in swift, fully electronic refinancing with expertise from Joe and seamless support from Chrissy, enhanced by convenient at-home notary services.

    Mortgage Lenders
    The AMG Team: Mortgage Lenders logo

    The AMG Team: Mortgage Lenders

    4 Park Plaza Suite 200, Wyomissing, PA

    (844) 370-1757

    4.0(4)

    The AMG Team: Mortgage Lenders in Wyomissing provides expert mortgage services known for their responsive communication and flexible scheduling. Clients consistently praise their efficient, smooth process and the professionalism of team members like Chris, Ken, and Colleen.

    Mortgage Lenders
    Fleetwood Bank - Wyomissing logo

    Fleetwood Bank - Wyomissing

    1150 Berkshire Blvd Suite 130, Wyomissing, PA

    (484) 577-8132

    3.0(4)

    Fleetwood Bank - Wyomissing provides a range of banking services with a strong emphasis on dedicated support and friendly staff. Customers appreciate their commitment to guiding clients through complex financial situations.

    Banks
    Jonestown Bank & Trust Co. (JBT) logo
    3.0(4)

    Jonestown Bank & Trust Co. in Robesonia offers comprehensive banking services and is known for its exceptionally friendly staff and phenomenal service quality.

    Banks
    Lendmark Financial Services LLC logo

    Lendmark Financial Services LLC

    3580 Penn Ave #1, Sinking Spring, PA

    (484) 577-3135

    3.0(4)

    Lendmark Financial Services LLC in Sinking Spring specializes in providing flexible loan solutions, with a focus on assisting clients in securing motorcycle financing. Despite varied customer experiences, some note the lender's exceptional support during challenging times.

    Banks

Financial & Insurance Services Guides and Advice

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.