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kalamazoo

Kalamazoo - Fahn

Kalamazoo, MI

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
DEBRA LYNN KALLEWARD

Branch Manager

DEBRA LYNN KALLEWARD

BRANCH MANAGER, EXECUTIVE DIRECTOR

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 Professionals 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.

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Our Story in Numbers

*Stats as of September 30, 2022
  • 985

    Financial Professionals

  • $100.3

    Billion Client Assets under Administration

  • 91

    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.

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Products & Services

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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advisors working together

Engaging Family Office Services

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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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