Oppenheimer & Co. Inc. has been serving the financial needs of individuals and businesses in the Fort Myers area for over a decade. Our Fort Myers branch is conveniently located right off the Daniels Parkway and is home to a small, friendly staff of Financial Professionals that offer a broad range of financial services including asset management, financial planning, retirement and trust services.
We pride ourselves on offering exceptional client service and working collaboratively with Oppenheimer and its global affiliates to provide concierge insight and strategy not found at other investment firms.
Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services
Explore expert-curated content and tools designed to help you achieve your goals while growing and preserving your wealth.
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*As of June 30, 2026
Branch Offices across the United States
Financial Professionals
Billion Client Assets under Administration
Powerful Thinking from deep insight and expertise in customized financial planning that drives investment ideas and opportunities to help you achieve your personal goals.
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Powerful Thinking in strategic advisory services and capital market strategies from more than a century of deep industry expertise, broad product capabilities, and extensive transaction experience.
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