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oppenheimer 85 broad

Hauppauge

Hauppauge, NY

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
JOHN WEST

Branch Manager

JOHN WEST

BRANCH MANAGER, DIRECTOR

John.West@opco.com

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About The Branch

Located in the heart of Suffolk County, Oppenheimer’s Hauppauge branch has a long record of providing clients with personal service and access to sophisticated asset management resources and strategies to help them achieve their financial goals.

Leveraging the extensive resources of Oppenheimer and its global affiliates, we are able to offer a broad range of investment strategies and services, including: retirement planning strategies, advisory account programs, separately managed accounts, and alternative investments for qualified investors. Our focus has always been to provide investors with objectivity, professionalism, and a personal concierge approach.

We are proud to have a team of motivated, hard-working professionals whose primary focus is serving high net worth individuals, accredited investors, corporate executives, non-profit organizations and business owners. Our Financial Advisors are committed to providing a high level of stewardship for these clients.

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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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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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