Berks Financial - Reading (PA)

Larry Miller Scott was extremely knowledgeable and very patient with us. I am a very detail oriented person and my wife and I have very different risk tolerances. He walked us through everything until we were totally comfortable and ready to make our decisions.. We’re very happy with our choices.

Tommy R. Carla was awesome!!! She was very helpful in walking me through all of the promotions and offers they had going on. She is all about helping out her clients and genuinely caring about them!! I can tell she truly cares about each client she works with and wants the best possible financial outcome for them. Carla is amazing!! 10/10 highly recommend this chase bank location and Carla as a private banker!!!

David Chapple Thanks Adam! He truly set us up for the next phase of our lives as we move into retirement years. Adam presented options in a very clear, uncomplicated manner. Unlike other so called "financial advisors" , Adam considered what would be best for us not for him. I highly recommend Adam to anyone at any age to plan for the future.

Marcus Pass Sister referred me to Liberty Tax Service, on Lincoln highway. I was greeted by, Angela. She gave me the numbers, and plans on how to address taxes for myself, and offered her own service as well. I chose to let her do my taxes. She told me all things I needed, and how to get them. I work 3rd shift, she knew the time to call or email. I thank you Ms. Angela!! So nice there are people like her, who live by a code of empathy, and respect. She gained lifetime consumer!!

Ashley Wells Awesome service, and quick. They helped me with 3 days in a hotel before I had to go to Fresh Start then when I found a place, they paid my first months rent. Thanks Ryan!