- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Oppenheimer has a long history of serving the communities and corporations of New England through our office in the heart of downtown Boston. Our team of experienced Financial Advisors provides guidance to individuals, foundations, endowments and institutional clients across a broad range of wealth management services including portfolio management, corporate & executive services, financial planning, and estate planning. We utilize the considerable resources of Oppenheimer and its affiliates to provide our clients with a holistic set of services and advice for their wealth management, equity, fixed income and investment banking needs.
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.