- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
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 Advisors 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 Advisors 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
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.