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oppenheimer tower in los angeles

Los Angeles

Los Angeles, CA

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
STEVEN ARCOS

Branch Manager

STEVEN ARCOS

BRANCH MANAGER, MANAGING DIRECTOR

Steve.Arcos@opco.com

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About The Branch

Located in the iconic Oppenheimer Tower in the heart of Westwood, for over twenty five years Oppenheimer’s Los Angeles office has held a reputation for stellar service to our clients and outstanding support and training for our professional staff.
 We are renowned for our top-tier reputation as a Firm, providing wealth management strategies and guidance for both domestic and international private clients and institutions.

The Los Angeles branch draws on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including professional money management, corporate & executive services, retirement planning, financial planning, insurance & annuity products, estate planning and trust services. Each of our Financial Advisors is committed to providing unbiased financial advice and personalized service to help clients achieve their financial goals.

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, two advisors from the Los Angeles office added to that success record by being named to the 2020 Best in State Wealth Advisors ListThey are: Brian Werdesheim and Jeffrey Werdesheim.

Awards Criteria

 

A Culture To Succeed

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Working Together For Success
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Join Oppenheimer

Our Story in Numbers

*Stats as of September 30, 2020
  • 1,010

    Financial Professionals

  • $94.3

    Billion Client Assets under Administration

  • 93

    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

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Growing My Wealth

Planning your wealth on your terms.

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Planning for Retirement

Achieve your retirement goals on your terms.

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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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Engaging Family Office Services

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