- 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 pride ourselves on recruiting motivated, hard-working Financial Advisors committed to client service and to growing their business. Several of our Financial Advisors have received “Best in State” “Top Millennial Advisor” and “Best Wealth Advisor” distinctions from Forbes and SHOOK Research, and our own Lawrence Rubinstein has been named to On Wall Street’s “Top 100 Branch Managers” list.
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.