Fort Myers
Fort Myers, FL
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About the Branch
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.
Our Story in Numbers
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931
Financial Professionals
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$118.2
Billion Client Assets under Administration
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90
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 ProtectionProducts & Services
Planning for Retirement
Achieve your retirement goals on your terms.
