- 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
Let's Talk Future
Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.Read More
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.