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 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.
Our Story in Numbers
Billion Client Assets under Administration
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.Read More
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.