Palm Beach Gardens
PALM BEACH GARDENS, FL
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About The Branch
Our successful Palm Beach Gardens branch has been serving the community for over a decade. Providing a broad range of sophisticated services including investment planning, asset management, retirement planning, trust and insurance services.
By collaborating with the Oppenheimer offices in Delray Beach and Boca Raton as well as other Oppenheimer affiliates, our Financial Advisors receive dedicated support in managing their client relationships and have a reputation for providing high levels of personal service and objective investment advice to our clients. If you are an experienced Financial Advisor looking to grow your business, we want to meet you.
We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the Palm Beach Gardens office, James McNamara, added to that success record by being named to the 2020 Best in State Wealth Advisors List.
Awards Criteria
Our Story in Numbers
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1,029
Financial Advisors
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$79.1
Billion Client Assets under Administration
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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.
Read More Customer Asset Protection
