- 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
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.