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Branch Manager



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About The Branch

Oppenheimer’s Bethlehem branch in the heart of the Lehigh Valley is home to a team of experienced Financial Advisors dedicated to helping clients achieve their financial goals. Serving individuals and corporations with strategic guidance on financial planning, asset allocation, retirement planning, and mutual funds, we provide independent financial insights, a wide spectrum of traditional and non-traditional product and services, responsive client service, backed by integrity and hard work. As a team, we offer a unique blend of local presence combined with recognized research and state of the art facilities of a national boutique.

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Our Story in Numbers

*Stats as of September 30, 2019
  • 1,043

    Financial Advisors

  • $87.6

    Billion Client Assets under Administration

  • 94

    Branch Offices across the United States

Let's Talk Future

Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.

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Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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