- 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
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.