York Wealth Management Group - Stifel

York Wealth Management Group - Stifel Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from York Wealth Management Group - Stifel, Financial service, 274 Third Street, Beaver, PA.

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets w...
05/22/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed Monday in remembrance.

Congratulations to the class of 2026!Now that you are stepping into the ‘adult world', explore our Financial Literacy Vi...
05/15/2026

Congratulations to the class of 2026!

Now that you are stepping into the ‘adult world', explore our Financial Literacy Video Series to help build confidence and take control of your financial future:
https://vimeo.com/showcase/stifel-financial-literacy

Here's to the moms who do it all! Let's make managing your money one less thing on the list. Happy Mother's Day!
05/08/2026

Here's to the moms who do it all! Let's make managing your money one less thing on the list. Happy Mother's Day!

Individuals may choose to set aside gifts for minors for different reasons. Some gifts are for educational expenses. Oth...
04/23/2026

Individuals may choose to set aside gifts for minors for different reasons. Some gifts are for educational expenses. Others may be for a future purchase. A gift may also help the donor with estate or tax planning goals. Whatever the reason, it is important to review the account options available for holding those gifts on a minor's behalf.

View more here: https://livesocial.seismic.com/am_m7h

I am honored to have been named to Forbes' 2026 Best-in-State Wealth Advisors list. Congratulations to all of my collea...
04/07/2026

I am honored to have been named to Forbes' 2026 Best-in-State Wealth Advisors list. Congratulations to all of my colleagues who were also recognized!

Forbes' Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, see stifel.com/newsletters/adgraphics/disclosures/awards-disclosures.pdf

Join Stifel's Michael O'Keeffe, Chief Investment Officer, Brian Gardner, Chief Washington Policy Strategist, and Lindsey...
03/03/2026

Join Stifel's Michael O'Keeffe, Chief Investment Officer, Brian Gardner, Chief Washington Policy Strategist, and Lindsey Piegza, Ph.D., Chief Economist, on Tuesday, March 3 at 2:00 p.m. Central for a timely discussion on the developments in the Middle East, what could come next, and the potential implications for markets, the economy, and investors.

Sign up here: https://livesocial.seismic.com/anXdvv

A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losse...
02/12/2026

A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losses. By the time you realize a rebound is underway, the best time to get back into the market may have already passed. In fact, missing the 10 best trading days over the past 20 years would have reduced your annual returns by 4.2% (annualized). View more here: https://livesocial.seismic.com/aL6Zjh

I am honored to have been named to the Forbes America's Top Women Wealth Advisors Best-in-State list for the fifth strai...
02/06/2026

I am honored to have been named to the Forbes America's Top Women Wealth Advisors Best-in-State list for the fifth straight year (2022-2026). Congratulations to all of the other nominees!

Forbes' America's Top Women Wealth Advisors Best-in-State rankings are based on the 12-month period ending September 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, see
http://www.stifel.com/Newsletters/AdGraphics/Disclosures/Awards-Disclosures.pdf

Address

274 Third Street
Beaver, PA
15009

Telephone

+17247280436

Website

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