Grand Rapids, MI
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
The Oppenheimer Grand Rapids branch is home to a small team of dedicated Financial Advisors, with many years of experience serving the financial needs of individuals and families in the region. We offer guidance across a broad array of financial services, including asset management, corporate cash management, and corporate stock options.
Our goal is to earn and sustain a reputation as West Michigan's premier investment boutique, drawing upon the resources of one of Wall Street’s prestigious firms. Working collaboratively with the Oppenheimer Asset Management and Investment Banking affiliates, we offer a level of collaboration, resources and support our competitors envy.
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.
Engaging Family Office Services
Advisor Helps Strengthen His Community One Sermon at a Time
- Since 2017
- Grand Rapids
For Scott Heidema, philanthropy is part of his daily life and routine. Scott has been a minister at his local church for almost 30 years. After his day as a financial advisor is over, Scott serves a congregation of 150 people in the evenings.
Since 2017, over five million people have been displaced in the Democratic Republic of the Congo as a result of political instability and armed conflict. The country also hosts over half a million refugees from neighboring countries. In the last three years, 30 people from the Congo have immigrated to Grand Rapids and joined Scott’s congregation.
You can read more about his philanthropic efforts here.