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Bethlehem

BETHLEHEM, PA

About the Branch

Oppenheimer’s Bethlehem branch in the heart of the Lehigh Valley is home to a team of experienced Financial Professionals 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, 2022
  • 985

    Financial Professionals

  • $100.3

    Billion Client Assets under Administration

  • 91

    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.

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Products & Services

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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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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