- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Located in the heart of the city, Oppenheimer’s Chicago office provides strategic guidance and sophisticated wealth management strategies to individuals and generational families. Our nationally recognized team of professionals have a reputation for stellar service and specialize in offering tailored advice to high-profile clients with complex financial situations.
The Chicago branch draws on the considerable resources of Oppenheimer and its afﬁliates to provide a broad range of ﬁnancial products and services, including professional money management, corporate & executive services, retirement planning, financial planning, insurance & annuity products, estate planning and trust services. For qualiﬁed investors we also offer extensive opportunities in the alternative investment category, including hedge funds and private equity. Each of our Financial Advisors is committed to providing unbiased financial advice and personalized service to help clients achieve their financial goals.
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.