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fall river ma

Fall River

Fall River, MA

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
GIUSEPPINA LUCCIOLA

Branch Manager

GIUSEPPINA LUCCIOLA

BRANCH MANAGER, DIRECTOR-INVESTMENTS

pina.lucciola@opco.com

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About The Branch

For 30 years, Oppenheimer’s Fall River office (located in historic Fall River, MA just down the street from the USS Massachusetts battleship) has provided sophisticated financial guidance to individuals, small businesses, non-profit organizations and corporations. We are a small office of three Financial Advisors, one of whom has been in the business for over 50 years.

We offer a wide range of financial products, including portfolio and wealth management, retirement planning, insurance and estate services and corporate stock options, all designed to help meet each of our long-standing clients’ needs. With the backing of Oppenheimer’s extensive resources and expertise, we provide first-class service with a small-town feel.

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Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    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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