- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
The Oppenheimer Portsmouth branch has been serving the investment needs of families, businesses and non-profit organizations on the seacoast for over five decades. We believe that great Financial Advisors should know more about their clients than anyone (other than immediate family), which is why we are committed to helping our clients define and achieve their financial goals. We are a Wall Street boutique with over a century of experience and highly recognized capital markets and asset management capabilities that delivers the personalized service and unbiased advice today’s investors have come to expect.
Our Story in Numbers
Billion Client Assets under Administration
Branch Offices across the United States
Let's Talk Future
Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.Read More
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.