- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
Due to Hurricane Ian, our offices in Ft Myers FL, Lakeland FL, Sarasota FL and Tampa FL are closed effective Wednesday 9/28/22 for the duration of the storm.
If you need assistance with your accounts and your financial advisor is located in our Lakeland, FL or Tampa, FL office please contact us at 800-554-1386.
Our top priority is the safety and well-being of our employees as well as delivering the highest level of service to our clients.
About the Branch
Located minutes from the beach and downtown Lakeland, Oppenheimer’s branch provides a variety of financial services to individuals and families. Our Financial Professionals specialize in offering guidance on retirement planning, including 401(k) rollovers, annuities, mutual funds, equities and debt instruments.
We pride ourselves on a commitment to stellar service; our Financial Professionals have over twenty years of experience helping clients accumulate, manage and transition their wealth through strategies tailored to their personal needs.
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
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.