- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Located just 15 miles north of historic Philadelphia in one of the oldest boroughs in Montgomery County, PA, Oppenheimer’s Jenkintown branch is the center of the northeast complex which also includes the Bethlehem, Bloomsburg, Doylestown, Pottsville, and Radnor branches. This complex has a long history of providing its clients with reliable service and access to sophisticated asset management strategies. Our team utilizes the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including professional money management, retirement planning, insurance and trusts and alternative investments for qualified investors. We are proud of our reputation as trusted advisors providing consistent expertise, insight, and results.
With roots tracing back more than a century, Oppenheimer and its predecessor companies have been pioneers in the financial services industry known for their innovative work in the asset management and equity research fields. Throughout Oppenheimer’s history, the Firm has strived to provide investors with the expertise and insight necessary to help reach their financial goals.
Our Story in Numbers
Billion Client Assets under Administration
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.Read More
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.