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Melville, NY


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

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About the Branch

Located in the financial hub of Long Island’s Suffolk County in what was once the headquarters of the Sbarro Corporation, Oppenheimer’s Melville branch has served the needs of corporate executives, families, business owners and retirees for over 30 years. We specialize in a broad range of financial services including equity and fixed income investments, tax-free municipal bonds, 401(k) retirement plans, employee stock option plans and corporate cash management.

Our dedicated Financial Professionals have built a reputation for offering stellar personalized service to clients; several Advisors have received recognitions such as: “FT 401Advisor” by the Financial Times Magazine and named to Long Island Business Reviews’ “40 Under 40” and “Top Advisor” lists.

A Culture to Succeed

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Dan Tacktill
Dan Tacktill Receives Recognition from LIBN and 401(k) Specialist

Dan Tacktill, Senior Director - Investments received the Long Island Business News’ (LIBN) Business and Finance Award. This honor is for his outstanding performance and for acting as a steward for Long Island’s corporations, government, and nonprofit organizations. Read more about Dan’s career, and the numerous awards he has received for his work in the latest edition of LIBN. 

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In September, 401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors ensure a secure retirement for hardworking Americans through the 401(k), named Dan Tacktill as the ‘Top Advisor by Participant Outcomes’ (TAPO). The 401(k) Specialist editorial team selects a 401(k) advisor who proves their knowledge, innovation, and exceptional achievements specifically in the area of participant outcomes.

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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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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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