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
*Stats as of September 30, 2025
Financial Professionals
Billion Client Assets under Administration
Branch Offices across the United States
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.
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