- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Conveniently located right off the William Penn Highway, Oppenheimer’s Monroeville office specializes in providing a full range of financial and retirement planning services to retail and institutional clients. Our team of dedicated Financial Advisors focuses on helping clients achieve their financial goals by drawing on the extensive resources of Oppenheimer and its global affiliates and delivering personalized, bespoke investment advice.
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.