- 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 Professionals 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
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
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.