- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
The Monroeville, PA office is conveniently located east of downtown Pittsburgh. Our state of the art building offers meeting space and complimentary, secure garage parking. We are bordering the Miracle Mile Shopping Center, near local eateries, and convenient to the PA Turnpike, and Routes 376, 22 and 48.
Our experienced Financial Professionals provide a broad range of financial services including wealth management, financial planning, insurance and retirement services to individuals, families, and businesses. We are not affiliated with a bank, and do not market bank or proprietary products to our clients. We are committed to providing the highest level of service, leveraging the extensive resources of Oppenheimer and its global affiliates to help our clients achieve their financial goals.
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
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.