Ann Arbor
Ann Arbor, MI
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About The Branch
Located at the northern end of beautiful downtown, Oppenheimer’s Ann Arbor office is home to a small team of dedicated Financial Advisors offering professional guidance to high net worth individuals, small business owners, retirees and corporations. We specialize in professional money management, retirement services, financial planning and insurance services and have reputation for exceptional client service. Working collaboratively with our affiliate Oppenheimer Asset Management and the Investment Banking department, we offer a level of collaboration, resources and support which is renowned industry wide.
Our Story in Numbers
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1,002
Financial Professionals
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$104.8
Billion Client Assets under Administration
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92
Branch Offices across the United States
Customer Asset Protection
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.
Read More Customer Asset Protection
