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The Lake Oswego Chamber of Commerce members turned out in force to help us celebrate our Open House last week. 45 members of their community attended this gathering that allowed us to share with them the Power of Oppenheimer Thinking. Thank you so much to our partners there at Oppenheimer who were in attendance, Lisa Raboin, Art Chandler, Dan Cavagnaro and Jim Walker!
Lake Oswego
LAKE OSWEGO, OR
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
Our office provides a broad range of boutique financial services. They include wealth management, financial planning, retirement services, corporate cash management, advisory, stock option plans as well as access to private equity strategies, and alternative investments for qualified investors.
Our team of long-tenured Financial Professionals, with a combined 130 years of experience, pride ourselves on a commitment to stellar service. Our growing group of Financial Advisors can leverage the extensive resources of Oppenheimer and its affiliates to offer a level of curated insight and personalized service not often found at other investment firms.
We are proud to be part of the Portland community – visit our office, which is conveniently located in the suburb of Lake Oswego off the I-5 corridor on Kruse Way. Our state of the art facilities are modern and private for family or business meetings, with ample off-street parking near the main entrance to the building allowing ease of access for our clients.
We are excited to bring a Northwest flavor and pioneering spirit combined with the power, history and strength of Oppenheimer & Co. Inc. to Lake Oswego. Stop by our branch for a consultation and discover how we can help you achieve your financial goals.
RECENT EVENTS
Open House
Our Story in Numbers
*Stats as of December 31, 2023
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931
Financial Professionals
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$118.2
Billion Client Assets under Administration
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90
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 ProtectionProducts & Services
Planning for Retirement
Achieve your retirement goals on your terms.
