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Grosse Pointe Farms

Grosse Pointe Farms, MI

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
DEREK RAYMOND

Branch Manager

DEREK RAYMOND,

AAMS®

BRANCH MANAGER, DIRECTOR-INVESTMENTS

derek.raymond@opco.com

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About The Branch

Oppenheimer’s Grosse Pointe Farms office is located on Grosse Pointe’s Hill, near the heart of the financial district. Our office has a long history of providing clients with reliable service and access to the sophisticated asset management strategies today’s investors demand. Leveraging the considerable resources of Oppenheimer with the experience of our Financial Advisors, we 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. For qualified investors, we also offer extensive options in the alternative investments, hedge fund and private equity categories. 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.

With roots tracing back more than a century, Oppenheimer and its predecessor companies have been pioneers in the financial services industry and are known for their innovative work in the asset management and equity research fields. We strive to provide our clients with the expertise and insight necessary to reach 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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