Skip to Main


Princeton, NJ


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

Branch Manager



See All Licenses

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 .

Awards Criteria

A Culture to Succeed

Your browser does not support HTML5 video.

Our Story in Numbers

*Stats as of September 30, 2022
  • 985

    Financial Professionals

  • $100.3

    Billion Client Assets under Administration

  • 91

    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

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 Opens in a new window
advisors working together

Engaging Family Office Services

Learn More Engaging Family Office Services
couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

Learn More Growing My Wealth
woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

Learn More Planning for Retirement