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About The Branch

Our office supports Oppenheimer Financial Professionals in their efforts to deliver valued advice to individuals, families, corporate executives, and businesses. The dedicated Financial Professionals in our office work side-by-side with clients to plan, invest, and transfer wealth. Our focus is on making the right resources available – resources that help achieve financial goals and help our Financial Professionals and their clients stay one step ahead in a rapidly changing world.

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Our Story in Numbers

*Stats as of March 31, 2021
  • 1,000

    Financial Professionals

  • $111.4

    Billion Client Assets under Administration

  • 92

    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

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

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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advisors working together

Engaging Family Office Services

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