Retirement Planning in Berks County, PA

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List of Firms

Top Retirement Planners in Berks County, PA

Financial Planning Advisors Inc
5 out of 5
Location 1122 Penn Ave, Wyomissing, PA 19610, USA
Phone (610) 376-6334
Waddell & Reed Inc
Location 1 Meridian Blvd, Reading, PA 19610, USA
Phone (610) 374-6249
Berks Financial
Location 3009 State Hill Rd, Reading, PA 19610, USA
Phone (610) 678-0100
Jeffrey Detwiler
Location 4950 Kutztown Rd, Temple, PA 19560, USA
Phone (610) 921-4326
Strategic Wealth Advisory
5 out of 5
Location 180 Sunset Manor Dr, Birdsboro, PA 19508, USA
Phone (610) 404-3014
Steven Williams
Location 4215 Perkiomen Ave, Reading, PA 19606, USA
Haas Financial Group
Location 172 W Main St, Kutztown, PA 19530, USA
Phone (484) 648-4040
Schreck Allen Group - Morgan Stanley
Location 1350 Broadcasting Rd Ste 100, Wyomissing, PA 19610, USA
Phone (610) 478-4510
The Highlands at Wyomissing®
4 out of 5
Location 2000 Cambridge Ave, Wyomissing, PA 19610, USA
Phone (610) 775-2300
Merrill Lynch Wealth Management Advisor James E Geosits
Location 985 Berkshire Blvd 2nd Floor, Wyomissing, PA 19610, USA
Phone (610) 320-5459
Securities America
SEC File# 801-45628
CRD# 110518
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
Crossroads Advisors Group - Ameriprise Financial Services, LLC
5 out of 5
Location 4641 Pottsville Pike Ste 108, Reading, PA 19605, USA
Phone (610) 926-6649
Retirement Planning in Berks County, PA

About Berks County, PA for Those Planning to Retire

Berks County, located in southeastern Pennsylvania, is a diverse and dynamic region that boasts a rich history and a vibrant economy. From the historic landmarks of Reading to the bustling streets of Wyomissing, this county is a hub of activity and innovation. Some of the top employers in the area include Penske Truck Leasing, Carpenter Technology Corporation, and East Penn Manufacturing, while major highways such as I-78 and US-222 provide easy access to the surrounding cities and towns. Neighborhoods like West Reading and Exeter Township offer a mix of residential and commercial spaces, while attractions like the Reading Public Museum and the Santander Arena draw visitors from all over. With its unique blend of old-world charm and modern amenities, Berks County is truly a gem of the Keystone State.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Berks County, PA can benefit from a bank in numerous ways. For instance, banks can provide loans for small businesses, which is especially important in Berks County, where many small businesses have been impacted by the COVID-19 pandemic. Furthermore, banks can offer financial literacy programs to help residents manage their money and plan for their future. This is particularly crucial in Berks County, where the poverty rate is higher than the national average. Additionally, banks can provide access to online banking services, which is essential in a county where many residents live in rural areas and may not have easy access to physical bank branches. Overall, banks can play a vital role in supporting the economic and financial well-being of residents in Berks County, PA.

Insurance Broker

Residents of Berks County, PA can benefit greatly from the services of an insurance broker. With a population of over 400,000 people, Berks County has a diverse mix of urban and rural communities, each with its unique insurance needs. An insurance broker can provide residents with personalized guidance on the best insurance policies for their specific needs, whether it be auto, home, or health insurance. Additionally, an insurance broker can help residents navigate the complex and ever-changing insurance landscape in Berks County, which includes a variety of insurance regulations and requirements. By working with an insurance broker, residents can feel confident that they have the right coverage to protect themselves and their families in the event of an unexpected accident or loss.

Wealth Management

Residents of Berks County, PA can benefit from the expertise of a wealth manager in various ways. Firstly, the county's economy is primarily driven by manufacturing, healthcare, and education sectors, and a wealth manager can help individuals in these industries to manage their finances and investments effectively. Additionally, Berks County has a large population of retirees, and a wealth manager can provide guidance on retirement planning, social security benefits, and estate planning. Furthermore, the county has seen significant growth in the real estate market, and a wealth manager can assist individuals in making informed decisions about buying or selling properties. With the diverse range of industries and demographics in Berks County, a wealth manager can offer tailored financial advice to help residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Berks County, PA could benefit from the guidance of a financial advisor in a multitude of ways. With its diverse economy, which includes major industries such as healthcare, manufacturing, and agriculture, Berks County presents unique financial challenges and opportunities. A financial advisor could help residents navigate these complexities by providing personalized investment strategies, retirement planning, and debt management advice. Additionally, the advisor could assist with tax planning, given the county's high property tax rates, and offer guidance on estate planning for those who own large farms or businesses. Overall, a financial advisor could help Berks County residents achieve their financial goals and secure their financial future, regardless of their income or occupation.

Mortgage Loan Officer

Residents of Berks County, PA can benefit from the expertise of a mortgage loan officer in several ways. One of the most common ways is by helping them navigate the local real estate market. Berks County is known for its diverse housing options, ranging from historic homes in the city of Reading to sprawling farms in the countryside. A mortgage loan officer can provide valuable insights into the local market trends and help residents find the best financing options for their specific needs. Additionally, Berks County is home to several large employers, including manufacturing companies and healthcare providers. A mortgage loan officer can assist residents in securing financing for homes near their place of employment, making their daily commute more manageable. With the help of a mortgage loan officer, residents of Berks County can achieve their dream of homeownership and build a stable financial future.

Tax Services

Residents of Berks County, PA could greatly benefit from the services of a tax advisor in several ways. Firstly, Berks County is home to a large number of small businesses, which are often run by individuals who may not have a strong background in accounting or tax law. A tax advisor can help these business owners navigate the complex tax code and ensure that they are taking advantage of all available deductions and credits. Additionally, many residents of Berks County work in industries that are subject to unique tax rules, such as agriculture or manufacturing. A tax advisor with experience in these industries can provide invaluable guidance and help residents avoid costly mistakes. Finally, Berks County is home to a diverse population, including many retirees and individuals with complex financial situations. A tax advisor can help these individuals navigate the intricacies of retirement planning, estate planning, and other financial matters to ensure that they are making the most of their resources and avoiding unnecessary tax liabilities.

Estate Planning Lawyer

Residents of Berks County, PA can benefit from the services of an estate planning lawyer in numerous ways. With the county's population of over 420,000, many individuals have accumulated significant assets that require proper management and distribution upon their passing. An estate planning lawyer can assist in creating a comprehensive plan that addresses the specific needs and goals of the individual, taking into account the unique laws and regulations of Berks County. This includes drafting wills, trusts, and powers of attorney, as well as providing guidance on minimizing tax liabilities and protecting assets from potential creditors. Additionally, an estate planning lawyer can help navigate the complex probate process in Berks County, ensuring that the wishes of the deceased are carried out smoothly and efficiently. With the county's diverse population, including a significant Amish community, an estate planning lawyer can also provide culturally-sensitive advice and solutions that align with the values and beliefs of each individual.


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