- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
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.
Our Story in Numbers
Billion Client Assets under Administration
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
Products & Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.