- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Located just outside of historic Princeton, along the Route 1 corridor, Oppenheimer’s Princeton branch has a long record of providing corporate executives, high net worth individuals, and non-profit organizations with service and access to sophisticated asset management strategies that today’s investors have come to demand.
The Princeton branch draws on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services including professional money management, asset management, retirement planning, insurance, trust services, and alternative investments for qualified investors. Our focus has always been on the investor who appreciates the objectivity and professionalism our Firm brings to the table.
We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the Princeton office, Justin Gelbman, added to that success record by being named to the 2020 Best in State Wealth Advisors List.
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.