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kalamazoo

Kalamazoo - Fahn

Kalamazoo, MI

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
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Branch Manager

Debra Lynn Kalleward

BRANCH MANAGER, DIRECTOR-INVESTMENTS

Debra.Kalleward@opco.com

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About The Branch

Oppenheimer’s Kalamazoo office is conveniently located at the corner of West Crosstown Parkway and South Westnedge Avenue, just minutes away from downtown Kalamazoo. Our office has had a long-standing presence in Kalamazoo, dating back over a century to 1911.*

Oppenheimer has a history of providing our clients with reliable services and access to sophisticated asset management strategies. Our Financial Advisors utilize the extensive resources of the Oppenheimer global brand to provide a broad range of financial products and services, including: professional money management, corporate and executive services, retirement services, investment banking, financial planning, insurance and annuity products, equity research, fixed income, estate planning and trust services.

We are committed to providing investors with the expertise and insight necessary to address their financial goals head-on. Our non-proprietary culture, state of the art facilities and open architecture promotes independent, objective advice focused on the individual needs of each client.

Our Story in Numbers

*Stats as of March 31, 2019
  • 1,062

    Financial Advisors

  • $87.5

    Billion Client Assets under Administration

  • 94

    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.

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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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