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Committed to providing forward thinking wealth advisory services.
Established in the heart of Doylestown in 2013, the Monument Square Group of Oppenheimer & Co. Inc. was created by Yale A. Saltzman and Joseph J. Quigley to address the broadening range of challenges faced by individuals in today’s economic environment. In conjunction with the Firm, our group offers extensive experience and skill in planning, asset management, investments, insurance and corporate services, combined with reliable, responsive customer service and access.
Our goal is to assist individuals and families to organize their finances, giving them more time to do what they like to do best. For some families, that means helping to address their retirement security, while for others it means planning for the transfer of their wealth.
At The Monument Square Group, we pride ourselves on having very close relationships that enable us to create strategies as unique as the individuals we serve.
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