Fall River, MA
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
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 Professionals, 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.
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.