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oppenheimer 85 broad

Doylestown

Doylestown, PA

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
YALE SALTZMAN

Branch Manager

YALE SALTZMAN

BRANCH MANAGER, EXECUTIVE DIRECTOR-INVESTMENTS

Yale.Saltzman@opco.com

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About The Branch

Located in the heart of Bucks County, Oppenheimer’s Doylestown branch is home to a select group of experienced Financial Advisors. With the backing of the firm’s extensive resources and expertise, we provide first-class service with a small-town feel. In 2012, the office moved from its original Main Street location to the historic Doylestown National Bank & Trust Co. building on Court Street. Nestled in the downtown business district, our office has a strong local presence with an international reach.

Our services range from professional money management, financial planning services, and retirement services to traditional transactional advice, including insurance and annuity products.

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Our Story in Numbers

*Stats as of June 30, 2019
  • 1,036

    Financial Advisors

  • $87.3

    Billion Client Assets under Administration

  • 94

    Branch Offices across the United States

Let's Talk Future

Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.

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Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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