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boca raton

Boca Raton

Boca Raton, FL

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
BRIAN KUTSMEDA

Branch Manager

BRIAN KUTSMEDA

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

brian.kutsmeda@opco.com

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About The Branch

Oppenheimer’s Boca Raton branch has been serving domestic and international private clients and institutions in the community for over two decades. Our Financial Advisors provide guidance on a variety of financial services including asset management, retirement planning, and cash management, financial planning, and equity research.

Oppenheimer is a full-service wealth management firm that offers a level of curated insight and personalized service the envy of other investment firms. We are proud to have a team of experienced professionals two of whom have been named to Barron’s “Top Financial Advisors” list and OnWallStreet’s “Top 40 Advisors Under 40” list. Visit our branch and discover how we can help you achieve your financial goals.

Join Oppenheimer

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A FIRM WITH A LONG STANDING HISTORY
3 Reasons to
Join Oppenheimer
1. Name Brand Recognition

Oppenheimer & Co. Inc. has been providing wealth management services since 1881.


2. Small Firm Feel

Oppenheimer is the right size vs large competitors.


3. Entrepreneurial Business Models

It’s your business – and your choice to decide what is best for your clients.


If you would like to learn more, the Branch Manager would be pleased to speak with you.

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

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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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Engaging Family Office Services

Learn more Engaging Family Office Services
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