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About the Branch

Located in the business district of beautiful White Plains, the Oppenheimer branch provides financial, estate, retirement and trust planning services to high net worth individuals, businesses and institutions.

Our advisors take pride in their years of combined wealth management knowledge and experience. We provide our clients with the highest level of service and help prepare them for financial and lifestyle challenges.

Branch Specialties

Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services

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Our Story in Numbers

*Stats as of September 30, 2025

927

Financial Professionals

$143.5

Billion Client Assets under Administration

88

Branch Offices across the United States

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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