| MITCHELL HASSENBEIN MANAGING DIRECTOR - INVESTMENTS |
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2024
Forbes Shook Research* |
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2 Jericho Plaza, Suite 113
Jericho, NY 11753
(516) 733-1376
Who We Are
Our Approach to Wealth Management
Your best interest always comes first at The Hassenbein Private Client Group. Our clients benefit from the sum of our team’s talents in comprehensive financial and investment advice as well as personal finance education over a lifetime, from optimizing retirement saving to creating a legacy for generations to come.
Working with You
By listening to you, and understanding your needs and goals, we collaborate on strategies, measure your strengths, weaknesses, and risks, and customize appropriate, flexible plans. The group works with your other trusted advisors such as accountants and attorneys to coordinate a holistic approach to your financial life. The Hassenbein Group understands that proper organization and titling of accounts is essential in all aspects of the planning process. We assess what may work best for your family, from the most basic plans to very complex, multi-generational cases. We are always current with estate planning regulations and changes, and have access to a number of great resources that are at your disposal.
The Hassenbein Private Client Group
Awards & Recognitions
2 Jericho Plaza, Suite 113
Jericho, NY 11753
(516) 733-1376
Our Pillars
Collaboration
In an ever changing world and financial landscape, we provide comprehensive, holistic approaches to help clients navigate the complexities of planning. Our unique perspectives and industry experience spanning decades informs our collaboration with all types of clients.
Transparency
We view our clients’ long term success as our own, and we welcome discussion of our compensation. We want our clients to have a clear understanding of the costs and terms of doing business.
Purposeful Investing
Our team bases everything we do on client circumstances and goals, to tailor strategies unique to needs and dreams, one client at a time.
Value
We have all the resources and breadth of Oppenheimer at our disposal, and as such, leverage a wide variety of account types, strategies, and research, including the latest technology. Our access to firm and industry leaders supports every client relationship. We focus on frequent client service and communication.
Proud Sponsor of Children’s Medical Fund of New York
Attendees, members and affiliates qualify for a complimentary financial consultation.
Recent Insights
Additional Team Members
The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.
John Stoltzfus
Chief Investment Strategist
Ari Wald, CFA, CMT
Head of Technical Analysis
Michael Tynan, CFP®
Executive Director, Financial Planning
Joann Dobson
President of Oppenheimer Life Agency, Ltd.
Matt Murphy
Senior Director, Oppenheimer Asset Management
Cameron Fairley
Executive Director, Oppenheimer Asset Management
Contact Us
