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

    Brumbach Associates Inc logo

    Brumbach Associates Inc

    40 N Reading Ave, Boyertown, PA

    (610) 367-0660

    5.0(3)

    Brumbach Associates Inc, located in Boyertown, PA, is known for its exceptional insurance services. Clients praise Jim's professionalism, responsiveness, and dedication to protecting their financial interests.

    Insurance Agents/Brokers

    Customers Bank

    701 Reading Ave, Reading, PA

    (484) 334-4224

    5.0(3)

    Customers Bank in Reading offers a range of banking services with an overall positive reputation from its patrons.

    Banks
    Gerhart, Hartman & Ritner, Ltd. logo

    Gerhart, Hartman & Ritner, Ltd.

    138 S Reading Ave, Boyertown, PA

    (610) 367-2544

    5.0(3)

    Gerhart, Hartman & Ritner, Ltd. in Boyertown offers reliable insurance solutions with exceptional customer service, expertly addressing emergencies to ensure peace of mind.

    Insurance Agents/Brokers
    Good Life Companies logo

    Good Life Companies

    2395 Lancaster Pike, Reading, PA

    (610) 898-6927

    5.0(3)

    Good Life Companies in Reading is a renowned financial institution known for its empathetic advisors, who provide expert guidance and personalized care during important life transitions. Clients trust Courtney and Conor for their genuine, family-focused approach and are excited about the company's potential growth.

    Investment Services · Financial Advisors
    Heritage Financial logo

    Heritage Financial

    855 Knitting Mls Wy, Wyomissing, PA

    (610) 779-6250

    5.0(3)

    Heritage Financial in Wyomissing, PA is a top-rated financial institution known for delivering an exceptional customer experience. Clients consistently describe their interactions as “the best," reflecting high satisfaction and outstanding service quality.

    Banks · Financial Advisors · Investment Services
    Kaufman Financial Services logo

    Kaufman Financial Services

    1609 Lancaster Ave, Reading, PA

    (610) 775-1490

    5.0(3)

    Kaufman Financial Services in Reading provides expert financial planning with a focus on Medicare assistance and tailored retirement strategies. Clients praise Keith and his team for their exceptional clarity, professionalism, and personalized guidance.

    Financial Advisors · Investment Services · Accountants
    Penn Insurance Services Group, Inc. logo
    5.0(3)

    Penn Insurance Services Group, Inc. in West Lawn, PA, offers reliable insurance solutions with proactive coverage advice and personalized, attentive service from staff like Sean. Clients appreciate the company's commitment to addressing concerns promptly and ensuring comprehensive protection.

    Insurance Agents/Brokers
    Scott DeFrees Motto Mortgage Center logo

    Scott DeFrees Motto Mortgage Center

    1290 Broadcasting Rd, Wyomissing, PA

    (484) 335-8951

    5.0(3)

    Scott DeFrees Motto Mortgage Center in Wyomissing provides expert mortgage brokerage with a wide range of loan products tailored for diverse needs. Customers appreciate Scott's professional guidance and proactive updates, making him a reliable choice for first-time homebuyers.

    Mortgage Lenders
    M&T Bank logo

    M&T Bank

    4830 Penn Ave, Sinking Spring, PA

    (610) 678-7400

    4.7(3)

    M&T Bank in Sinking Spring, PA is renowned for its friendly and professional staff, offering personalized banking assistance and expert financial advice. Clients appreciate the smooth, efficient service and frequently recommend the bank to others.

    Banks
    RKL LLP - Reading logo

    RKL LLP - Reading

    1330 Broadcasting Rd, Wyomissing, PA

    (610) 376-1595

    4.7(3)

    RKL LLP - Reading, located in Wyomissing, is a trusted certified public accounting firm known for its personable and reliable service. Clients consistently praise the professionalism and teamwork of Keith, Dan, and Chris, highlighting the firm’s long-term commitment to quality and client satisfaction.

    Financial Advisors · Accountants
    Chartered Financial Consultant logo

    Chartered Financial Consultant

    8509 Allentown Pike, Blandon, PA

    (610) 916-8455

    3.7(3)

    Chartered Financial Consultant in Blandon provides expert financial consulting services, praised for Jay's consistency, expertise, and transparent pricing. Repeat clients often recommend Jay's reliable and professional tax preparations.

    Investment Services · Financial Advisors · Accountants
    First National Bank ATM logo

    First National Bank ATM

    501 N Wyomissing Blvd, Reading, PA

    (800) 555-5455

    3.7(3)

    First National Bank ATM in Reading is renowned for offering a convenient and reliable banking experience, leaving customers with a strong sense of satisfaction and loyalty.

    ATMs · Banks
    Ken Gritz - Gateway Mortgage logo

    Ken Gritz - Gateway Mortgage

    1020 James Dr Suite 101, Leesport, PA

    (724) 831-5908

    3.7(3)

    Ken Gritz - Gateway Mortgage in Leesport, PA specializes in providing mortgage lending services, praised for its seamless loan process and exceptional communication. Clients appreciate Ken's straightforward approach, helping them transition smoothly into their forever homes.

    Mortgage Lenders
    Santander Bank ATM logo

    Santander Bank ATM

    1303 Lancaster Ave, Reading, PA

    (877) 768-2265

    3.0(3)

    Santander Bank ATM in Reading, PA provides convenient, 24/7 access to your banking needs with easy cash withdrawals and deposits.

    ATMs · Banks
    Horizon Farm Credit logo

    Horizon Farm Credit

    1513 Main St, Shoemakersville, PA

    (888) 339-3334

    2.3(3)

    Horizon Farm Credit is a loan agency in Shoemakersville, PA serving agricultural and rural borrowers. Customers appreciate their patronage program and friendly loan officers like Kelsey.

    Mortgage Lenders
    Alliance Financial logo

    Alliance Financial

    1105 Berkshire Blvd Suite 120, Wyomissing, PA

    (610) 376-5981

    5.0(2)

    Alliance Financial in Wyomissing, PA, is a financial consultancy praised for its professionalism, integrity, and client-centered approach. The experienced team prioritizes clients' needs, ensuring knowledgeable and ethical service.

    Investment Services · Financial Advisors
    Atlas Wealth Partners logo

    Atlas Wealth Partners

    2 Meridian Blvd, Wyomissing, PA

    (610) 268-6807

    5.0(2)

    Atlas Wealth Partners in Wyomissing, PA, delivers personalized investment services, leveraging senior-level expertise and effective market communication to meet client needs. Clients trust their tailored financial advice, bolstered by deep market knowledge and additional financial products.

    Investment Services · Financial Advisors
    CoActive Wealth Strategists, LLC logo

    CoActive Wealth Strategists, LLC

    1042 Columbia Ave, Sinking Spring, PA

    (610) 921-0600

    5.0(2)

    CoActive Wealth Strategists, LLC in Sinking Spring offers personalized financial consulting with a reputation for honesty and client-centered care. Clients trust Brad Small's collaborative approach and value his genuine concern and motivational guidance.

    Financial Advisors
    Jeremy D Henn - Private Wealth Advisor, Ameriprise Financial Services, LLC logo
    5.0(2)

    Jeremy D Henn - Private Wealth Advisor at Ameriprise Financial Services, LLC in Reading offers expert financial planning services.

    Financial Advisors
    Jonathan David Conover: Primerica - Financial Services logo
    5.0(2)

    Jonathan David Conover: Primerica in Reading provides expert financial consulting, known for transparent guidance and a seamless onboarding process. Clients praise Jon's honesty, clarity, and professionalism, with many highly recommending his services.

    Investment Services · Financial Advisors
    Morgan Stanley Financial Advisors logo

    Morgan Stanley Financial Advisors

    1350 Broadcasting Rd Ste 100, Wyomissing, PA

    (610) 478-4500

    5.0(2)

    Morgan Stanley Financial Advisors in Wyomissing offers personalized and expert investment services, known for their individualized attention and user-friendly digital tools. Clients appreciate the care and thoroughness of their advisor, Bill, making the firm highly recommended.

    Investment Services · Financial Advisors
    Mortgage America Inc - Darryl Steffey logo

    Mortgage America Inc - Darryl Steffey

    1100 Berkshire Blvd, Wyomissing, PA

    (610) 587-7746

    5.0(2)

    Mortgage America Inc - Darryl Steffey in Wyomissing is a trusted mortgage lender known for friendly, professional service and clear, patient explanations. Customers frequently recommend Darryl for his exceptional dedication and personalized approach.

    Mortgage Lenders
    PNC ATM logo

    PNC ATM

    3701 Kutztown Rd, Laureldale, PA

    (888) 762-2265

    5.0(2)

    PNC ATM in Laureldale provides convenient access to banking services, offering quick and reliable cash withdrawal options.

    ATMs · Banks
    PO logo

    PO

    42 N 5th St, Reading, PA

    5.0(2)

    PO is a trusted bank in Reading, PA, offering comprehensive financial services to meet various banking needs.

    Banks
    Rate logo

    Rate

    711 Spring St, Wyomissing, PA

    (267) 245-8592

    5.0(2)

    Rate in Wyomissing, PA, offers efficient and personable mortgage lending services, earning high praise for their expertise and client-friendly approach. Keith and his team are highly recommended for a smooth and stress-free mortgage process.

    Mortgage Lenders

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.