O’Leary Piccolo Launer & Fledderman Wealth Management Group - Stifel

O’Leary Piccolo Launer & Fledderman Wealth Management Group - Stifel O'Leary Piccolo Launer & Fledderman Wealth Management Group - Stifel After hours by appointment only. Stifel Financial Corp. Statements and messages are for U.S.

At the O'Leary Piccolo Launer & Fledderman Wealth Management Group, we are dedicated to understanding your financial goals. In our experience, most individuals today are overwhelmed with the thought of figuring out how and where they should be invested to pursue the retirement they desire. Our job is to seek to minimize the risks that come with investing and help you focus on the things that matte

r most to you. From investment planning and investment strategy programs we work together to build a strategy that is structured to define your needs. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. residents only and are subject to the following terms: www.stifel.com/disclosures.

We are happy to finally introduce Angel Fritz, Client Service Associate, to the O'Leary Piccolo Launer & Fledderman Weal...
06/28/2024

We are happy to finally introduce Angel Fritz, Client Service Associate, to the O'Leary Piccolo Launer & Fledderman Wealth Management Group!

05/30/2024
05/08/2023

Spring cleaning isn’t just about organizing your home – it’s also a great time to tidy up your finances. Take a look at our “Five R’s of Spring Cleaning.”

Take a look at this quarter's Wealth Planning Newsletter!
03/07/2023

Take a look at this quarter's Wealth Planning Newsletter!

www.stifel.com

O’Leary Piccolo Wealth Management Group is proud to announce the addition of Kindred Burdick to our team!
11/22/2021

O’Leary Piccolo Wealth Management Group is proud to announce the addition of Kindred Burdick to our team!

02/27/2021
02/07/2021
The 6 Best WFH Tips We Learned This Year and Are *Def* Taking into 2021
01/28/2021

The 6 Best WFH Tips We Learned This Year and Are *Def* Taking into 2021

An estimated 42 percent of the U.S. labor force worked from home full-time as of June. So much time spent answering emails from bed, squeezing in mid-day workouts, and practicing mindfulness in Zoom meetings has made us veritable pros at being productive without ever leaving our pads-so why wouldn't...

FYI
01/26/2021

FYI

2021 Important Tax Dates for Individuals, Businesses, and Trusts

01/12/2021

A new year means new resolutions! We encourage you to look back on your financial health over this past year and identify ways in which you can improve it in 2021. Take a look at our suggestions for a financially conscious new year.

Address

357 Brusselles Street
Saint Marys, PA
15857

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18147885260

Website

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