Scott Lindermann, First Vice President/Investments - Stifel

Scott Lindermann, First Vice President/Investments - Stifel Wealth Management

After hours by appointment only.

“I am driven toward helping clients pursue their goals.

As First Vice President/Investments, I understand that helping clients work toward their goals is important. I am keenly aware that my clients have placed their trust in me to help preserve and potentially grow their investments and rely on me to provide prompt, courteous, and responsive service. In building the long-term relationships that are vital to the adjusting lifestyles of my clients, I me

ntor them to be honest with themselves. This philosophy helps keep clients focused on setting realistic objectives. Those objectives are two-fold: today’s needs and tomorrow’s goals. I strive to help clients develop plans that are flexible for addressing current investment needs, while also preparing for their financial goals. The plan includes education, retirement and investment planning, equity selection, tax-advantaged and taxable bonds, as well as annuities.

07/26/2023

Establishing a sound financial plan allows you to make the most of your assets and prepare yourself for the future. A financial plan involves a thorough evaluation of your short- and long-term goals and consists of several key components.

05/30/2023

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country.

Stifel and the markets will be closed today in remembrance.

11/09/2022

Long-term care services are designed to help people live as safely and independently as possible when they can no longer perform everyday activities on their own.

Did you know that individuals age 65 or older have almost a 70% chance of needing long-term care in their lifetime?

11/09/2022

According to the National Council on Aging, 92% of adults age 85 and up are managing at least one chronic condition. During the third phase of retirement, it becomes even more important to have a plan in place to ensure you and your family are prepared for the future.

09/01/2022

Jump-start your child’s savings with a Roth IRA! Contributions can be made at any age based on earned income but can’t exceed the lesser of $6,000 or the child’s earned income for the year.

08/26/2022

Financial crimes are on the rise – it’s important to pay attention and not let yourself or a loved one fall victim. Remember to stay vigilant and keep a close eye on your financial situation. If you or a loved one are unable, consider appointing a trusted contact person to help protect your assets.

08/26/2022

These 13 industry VIPs are demonstrating their commitment to DEI via best practices, innovation and community outreach.

08/26/2022

Stifel today reports its second-best second quarter in firm history, driven by higher net interest income and asset management revenues. While Chairman & CEO Ron Kruszewski says “market conditions are volatile and hard to predict”, he notes that “Stifel is well positioned for continued growth” and will use periods of market dislocations to “reinvest in our business”: https://stifel.info/SFQ222

08/05/2022

If you appreciate minimalism in other areas of your life, here are five tips designed to simplify your finances.

08/02/2022

Saving for retirement is important no matter what your age. Below are some general guidelines to follow based on when you start.

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235 Street Charles Way, Suite 100
York, PA
17402

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