- 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
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.Read More
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.