Monument Square Group

Phone: (215) 348-8104

Toll Free: (800) 545-3633

14 E. Court Street
Monument Square
Doylestown, PA 18901

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Financial Advisors Joseph J. Quigley and Yale A. Saltzman have combined their capabilities to build a more holistic wealth management services practice. Their collective experience in planning strategies, investments, and advice to business owners spans over thirty years. Together, they formed the Monument Square Group of Oppenheimer & Co. Inc. in order to address the broadening range of challenges faced by clients in today’s economic environment. In conjunction with the Firm, they offer extensive experience and skill in planning, asset management, investments and insurance, and corporate services, combined with reliable, responsive customer service and access.  

Our Group’s Mission

Our goal is to assist high-net-worth families and individuals to organize their finances in a way that enables them to spend the majority of their time doing what they like to do best, rather than spending time worrying about finances. For some families, that means helping to address their retirement security. For others it means passing on assets to their children in an orderly fashion, while for some, it means helping them to address their financial goals.  

The Monument Square Group prides ourselves on having very close client/advisor relationships that enable us to create strategies as individual as each of our clients and their families.  As the client’s life circumstances evolve, the investment strategy should evolve with it: for example, as a client assumes more responsibility and grows older, life, health, disability and long-term care insurance could be expected to play greater roles than in the financial strategy of a younger person, whose asset allocation might be oriented more toward equities.

OPPENHEIMER PRODUCTS & SERVICES:

  • 401(k) Plans
  • 529 Plans
  • Equity and Fixed Income Strategies
  • Estate and Succession Planning Strategies
  • Exchange Traded Funds
  • Financial Planning Services
  • Insurance and Annuities
  • Mutual Funds
  • Options
  • Private Equity1
  • Professional Money Management
  • Retirement Planning Services
  • Trust Services2
  • Wealth Management Services