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lakeland fl




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Alert Message

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.

Join Oppenheimer

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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