- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
For 30 years, Oppenheimer’s Jericho, New York branch has served the financial needs of individuals, families, corporate executives and institutions in the Jericho community. Our experienced Financial Advisors offer guidance on a broad range of traditional and non-traditional financial products and have a reputation for providing stellar service.
Our branch is conveniently located near the Hicksville train station – come in for a visit and discover how we can help you achieve your financial goals. We are a Wall Street boutique with the resources of a global investment firm, enabling us to offer a level of curated insight and guidance not found at other firms.
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.