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frankenmuth

Frankenmuth

Frankenmuth, MI

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
DANIEL WASKIEWICZ

Branch Manager

DANIEL WASKIEWICZ,

CFP®

BRANCH MANAGER, SENIOR DIRECTOR-INVESTMENTS

dan.waskiewicz@opco.com

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About the Branch

Oppenheimer’s Frankenmuth branch is focused on providing thorough, consistent and professional financial services to multi-generational clients of all income levels in the Mid-Michigan region. Our team of experienced Financial Professionals work directly with each client to develop a complete understanding of his or her financial, family, and vocational situations in order to properly recommend and guide suitable investment plans. Our guidance includes general financial planning and advisory as well as retirement planning services. As a team, we offer a unique blend of local presence with the extensive resources and support of a national boutique.

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Our Story in Numbers

*Stats as of September 30, 2022
  • 985

    Financial Professionals

  • $100.3

    Billion Client Assets under Administration

  • 91

    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.

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Products & Services

business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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