- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
Oppenheimer serves individuals and corporate accounts all over Ohio through our Cleveland, Columbus and Cincinnati offices. With a reputation for professionalism, integrity and exceptional client service, our team of Financial Professionals manages over $1 billion in assets and provides guidance on asset management, retirement and 401k consulting, individual securities, and more.
Several of our Financial Professionals have achieved Senior Director status within Oppenheimer for their long-standing commitment to helping clients achieve their financial goals. Working collaboratively with the other Oppenheimer affiliates, we aspire to offer our clients the best research we can find, an open environment of communication and our unbiased advice. In short, we strive to be the best.
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
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.