Dallas
Dallas, TX
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About the Branch
Oppenheimer first established its presence in the Dallas-Fort Worth area in 1999 when the Firm opened a branch office in the Galleria Tower Two, a location easily accessible to Financial Professionals and clients alike. Since then we have expanded our presence, opening another office in the heart of downtown Fort Worth in 2007.
Oppenheimer’s Dallas-Fort Worth branch specializes in providing institutions and individuals with personalized investment and financial planning services. Our Financial Professionals have over a century of combined financial services experience and have received numerous industry designations. Working collaboratively with our clients and Oppenheimer’s affiliates, we deliver concierge insight and strategy not found at other investment firms.
Our Story in Numbers
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931
Financial Professionals
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$118.2
Billion Client Assets under Administration
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90
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 ProtectionProducts & Services
Planning for Retirement
Achieve your retirement goals on your terms.
