Fall River
Fall River, MA
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
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
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1,029
Financial Advisors
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$79.1
Billion Client Assets under Administration
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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.
Read More Customer Asset Protection
