About the Branch

For almost two decades, Oppenheimer’s Providence office has consisted of a team of experienced Financial Professionals committed to providing our clients with independent financial insights and dedicated client service to help them achieve their financial goals. Through Oppenheimer and its affiliates we offer guidance and strategies that focus on professional money management and retirement planning. Our advisors have access to an array of knowledgeable individuals and the firm’s vast resources. Our team also has unique, direct, and onsite access to the planning team of Oppenheimer’s Asset Management Department.

The office is located in the heart of the city and is easily accessed from Memorial Blvd. with nearby eateries and retail shops for client entertainment. The building offers a brand new onsite fitness center, Starbucks and a Santander branch located in the building lobby.

Additionally, we have a Newport, RI office which is conveniently located near the historic Tennis Hall of Fame and Newport mansions. In this office, our advisors have access to a seasoned muni trader as well as to his insights and ideas.

You’ll find we are a growing and expanding team completely focused on helping our advisors serve their clients and strengthen their business. Get to know us.