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Grosse Pointe Farms

Grosse Pointe Farms, MI

SPECIALTIES

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

Peter Ulbrich

BRANCH MANAGER, EXECUTIVE DIRECTOR-INVESTMENTS

Peter.Ulbrich@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.

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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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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