Yale A. Saltzman
Financial consultant
Services Offered
- Investment planning
- Insurance strategies
- Holistic financial planning
About
Yale A. Saltzman is a financial consultant based in Doylestown, Pennsylvania, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies through a detailed discovery process. Yale focuses on serving high net worth individuals, families, corporate executives, and businesses, ensuring that their financial plans are tailored to their specific situations, time horizons, and risk tolerances. His approach emphasizes both asset growth and protection, leveraging Oppenheimer's resources to address complex financial issues.
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Business Information
Address
14 E Court St
Doylestown, Pennsylvania 18901
Phone
+1215-340-2570
Website
http://www.oppenheimer.com/msg
Business Hours
Contact for business hours