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oppenheimer 85 broad

Grand Blanc

Grand Blanc, MI

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
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Branch Manager

Cheryl Allan

BRANCH MANAGER, ASSOCIATE DIRECTOR-INVESTMENTS

Cheryl.Allan@opco.com

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About The Branch

Oppenheimer’s Grand Blanc office is located in one of the fastest growing areas of southern Genesee County, with easy access to I-75. Our branch is home to a small group of Financial Advisors, supported by experienced sales assistants to provide our clients with reliable service. We leverage the extensive resources of Oppenheimer in order to offer a broad range of financial products and services, including: professional money management, corporate & executive services, retirement services, financial planning, insurance and annuity products, estate planning and trust services.

Our clients and Financial Advisors benefit from Oppenheimer’s non-proprietary, open architecture technology platform that promotes independent, objective advice tailored to the needs of each unique investor. We pride ourselves on a rich history of helping our clients achieve their financial goals.

Our Story in Numbers

*Stats as of March 31, 2019
  • 1,062

    Financial Advisors

  • $87.5

    Billion Client Assets under Administration

  • 94

    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.

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Products & Services

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Growing My Wealth

Planning your wealth on your terms.

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Planning for Retirement

Achieve your retirement goals on your terms.

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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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Engaging Family Office Services

Learn more Engaging Family Office Services
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