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

    Tompkins Insurance Agencies logo

    Tompkins Insurance Agencies

    1240 Broadcasting Rd, Wyomissing, PA

    (585) 344-2713

    3.5(6)

    Tompkins Insurance Agencies in Wyomissing offers competitively priced insurance solutions, praised for personalized service from staff members like Dan McDevitt, Stephanie Grubb, and Rhonda Mayer.

    Insurance Agents/Brokers
    Visions Federal Credit Union logo

    Visions Federal Credit Union

    Spring Meadow Shopping Ctr, West Lawn, PA

    (800) 242-2120

    2.8(6)

    Visions Federal Credit Union in West Lawn offers convenient banking services with exceptionally courteous tellers, providing a seamless experience inside the Giant store.

    Credit Unions · Banks
    Citizens Bank ATM logo

    Citizens Bank ATM

    624 N Park Rd, Wyomissing, PA

    2.3(6)

    Located in Wyomissing, this ATM offers convenient cash withdrawal services with a $3.50 transaction fee.

    ATMs · Banks
    Cheryl Whitcombe- Independent Insurance Broker logo
    5.0(5)

    Cheryl Whitcombe - Independent Insurance Broker in Douglassville, PA, is renowned for her responsive customer service and expert handling of insurance claims. Clients commend her professionalism, timely assistance, and thorough guidance in navigating policies and paperwork.

    Insurance Agents/Brokers
    Crossroads Advisors Group - Ameriprise Financial Services, LLC logo
    5.0(5)

    Crossroads Advisors Group - Ameriprise Financial Services, LLC in Reading offers personalized investment services to help clients manage their financial goals.

    Investment Services · Financial Advisors
    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 is a Wyomissing financial planning practice offering investment portfolio construction, retirement planning, life insurance analysis and risk protection for individuals, families and small business owners. Clients highlight Patrick's expertise, personable approach and genuine investment in their goals, particularly when setting up portfolios and life insurance.

    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
    Martin Joseph a CPA logo

    Martin Joseph a CPA

    62 S Fourth St, Hamburg, PA

    (610) 562-9600

    4.0(5)

    Martin Joseph a CPA provides accounting and financial advisory services to individuals and businesses in Hamburg. Clients consistently point to the office's professionalism and offer strong recommendations.

    Financial Advisors
    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 is a women-owned independent insurance agency in Leesport, placing auto, home, commercial, life, health and Medicare coverage with multiple carriers. Clients point to the staff's expertise with complex insurance questions, responsive communication and fast, friendly notary service.

    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
    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
    Tompkins Bank & Trust logo

    Tompkins Bank & Trust

    3401-3 Pricetown Rd, Fleetwood, PA

    (610) 944-9650

    5.0(4)

    Tompkins Bank & Trust is a Fleetwood bank offering personal and business accounts backed by a friendly, approachable team. Customers highlight quick, hassle-free visits and strong support for business banking needs.

    Banks
    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

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.