Grand Blanc, MI
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
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
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.