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oppenheimer 85 broad

Plymouth

Plymouth, MI

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
BILL (WILLIAM) WILLIAMS JR.

Branch Manager

BILL (WILLIAM) WILLIAMS JR.

BRANCH MANAGER, DIRECTOR-INVESTMENTS

William.Williams@opco.com

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About The Branch

With a small team of experienced Financial Advisors, Oppenheimer’s Plymouth office offers dedicated, personalized asset management, portfolio management and retirement planning services to individuals and institutions. We are proud to have a team of dynamic professionals committed to helping clients achieve their financial goals. By working collaboratively with the other affiliates within the firm, we are able to offer a full range of products and services and a level of strategic insight coveted by our competitors

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Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 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.

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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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