- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
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 Advisors 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 Advisors 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
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.