- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
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 Advisors 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.
Our Story in Numbers
Billion Client Assets under Administration
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
Products & Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.