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fall river ma

Fall River

Fall River, MA


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

Branch Manager



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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 September 30, 2019
  • 1,043

    Financial Advisors

  • $87.6

    Billion Client Assets under Administration

  • 94

    Branch Offices across the United States

Let's Talk Future

Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.

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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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