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Delray Beach



Branch Manager



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About The Branch

Oppenheimer’s office in Delray Beach is home to a small team of Financial Advisors that serves the needs of both domestic and international private clients and institutions. We offer a broad range of financial services, including asset management, retirement planning, corporate cash management, and wealth planning.

Over the last decade, our office has built a reputation for providing exceptional service to our Delray clients. We are the last remaining full service wealth management boutique firm, combining the extensive resources of a global investment brand with personalized guidance tailored to our clients’ individual needs.

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Our Story in Numbers

*Stats as of December 31, 2020
  • 1,002

    Financial Professionals

  • $104.8

    Billion Client Assets under Administration

  • 92

    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.

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Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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