- 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
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
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.