Skip to Main
portsmouth

Portsmouth

Portsmouth, NH

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services

About The Branch

Our office supports Oppenheimer Financial Advisors in their efforts to deliver valued advice to individuals, families, corporate executives, and businesses. The dedicated Financial Advisors 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 Advisors and their clients stay one step ahead in a rapidly changing world.

Our Story in Numbers

*Stats as of December 31, 2018
  • 1,073

    Financial Advisors

  • $80.1

    Billion Client Assets under Administration

  • 92

    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

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

Learn More
grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

Learn More
business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

Learn More Opens in a new window
three generations of women

Transitioning My Wealth

Your estate and legacy.

Learn More
advisors working together

Engaging Family Office Services

Learn more Engaging Family Office Services
previous arrow icon next arrow icon