Best Financial Advisors in Berks County, PA

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List of Firms

Berks County, PA Fiduciary Financial Advisors

Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
Location 1210 Broadcasting Rd #101, Reading, PA 19610, USA
Phone (610) 376-8271
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Berks Financial
Location 3009 State Hill Rd, Reading, PA 19610, USA
Phone (610) 678-0100
Crossroads Advisors Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 4641 Pottsville Pike Ste 108, Reading, PA 19605, USA
Phone (610) 926-6649
Merrill Lynch Wealth Management
Location 985 Berkshire Blvd 2nd Floor, Wyomissing, PA 19610, USA
Phone (610) 374-2221
Good Life Financial Advisors
SEC File# 801-80003
CRD# 171898

4 out of 5

Location 2395 Lancaster Pike, Reading, PA 19607, USA
Phone (610) 898-6927
Securities America
SEC File# 801-120536
CRD# 144958
Location 975 Berkshire Blvd Suite 104, Wyomissing, PA 19610, USA
Phone (610) 376-2170
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Stone Financial
Location 34 W Lancaster Ave, Reading, PA 19607, USA
Phone (610) 775-9900
Hyperion Financial, LLC
Location 20 W Lancaster Ave Suite 3, Shillington, PA 19607, USA
Phone (484) 578-9152
Scott J Davis - Morgan Stanley
Location 1350 Broadcasting Rd Ste 100, Wyomissing, PA 19610, USA
Phone (610) 478-4556
Brad Schneider, Good Life Financial Advisors, LLC
Location 2395 Lancaster Pike, Reading, PA 19607, USA
Phone (610) 628-2077
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About Berks County, PA

Berks County is a county located in the U.S. state of Pennsylvania. As of the 2010 census, the population was 411,442. The county seat is Reading. Berks County is included in the Philadelphia-Camden-Wilmington, PA-NJ-DE-MD Metropolitan Statistical Area. Some of the landmarks in Berks County are Mt. Penn, which offers a great view of Reading; Crystal Cave, which is a limestone cave open to the public; and Hawk Mountain Sanctuary, a nature preserve that is home to North America's largest population of raptors. The top employers in Berks County are Walmart, Alvernia University, and Verizon Wireless. Major highways and streets in Berks County include Route 422, which runs east-west through the county; Route 10, which runs north-south through the eastern part of the county; and Route 61, which runs north-south through the western part of the county. Some neighborhoods in Berks County include West Reading, Wyomissing Hills, and Mount Penn.

Where Certified Financial Advisors in Berks County, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Berks County, PA provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other services, such as online banking and bill pay. They also offer investment products and wealth management services.

Insurance Broker

If you live in Berks County, PA and are looking for insurance, you may want to consider working with a broker. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents understand their options and make the best decision for their family.

Retirement Planning

Berks County, PA residents have a lot of options when it comes to retirement planning. They can work with a financial advisor to create a plan that fits their needs. Financial advisors can help Berks County, PA residents save for retirement and make the most of their money during retirement.

Wealth Management

Residents of Berks County, PA have a number of options when it comes to wealth management. Each option has its own set of pros and cons, and it can be difficult to decide which is the best for you. That's where a wealth management firm comes in. Wealth management firms offer a wide range of services, from investment advice to estate planning to tax preparation. They can help you figure out what your goals are and how best to achieve them.

Estate Planning Lawyer

Estate planning lawyers in Berks County, PA can help residents protect their assets and plan for the future. Whether you are just starting out or have already accumulated some wealth, it is important to have a solid estate plan in place. A good lawyer will work with you to create a plan that meets your specific needs and is tailored to your unique situation.

Mortgage Loan Officer

Mortgage loan officers in Berks County, PA can help residents by providing them with the best available rates on mortgages. In addition, mortgage loan officers can also provide advice on choosing the right type of mortgage for a particular resident's needs. Finally, mortgage loan officers can assist residents in the application process to make it as smooth as possible.

Tax Services

Residents of Berks County, PA can benefit from the expertise of tax accountants.Tax accountants are experienced in helping people save money on their taxes. They can help residents find deductions and credits that they may not have known about, and help them file their taxes in a way that maximizes their refund.In addition to tax preparation and filing, tax accountants can also provide advice on estate planning, retirement planning, and other financial matters. They can help residents make the most of their money and keep more of it in their own pockets.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Berks County, PA