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oppenheimer 85 broad

Grand Blanc

Grand Blanc, MI

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
CHERYL ALLAN

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.

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Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    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

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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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Protecting My Assets

Preserve your wealth. Safeguard your future.

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Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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