- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
Oppenheimer’s Providence office consists of a small team of experienced Financial Professionals committed to providing our high net worth clients with independent financial insights and dedicated client service for almost two decades.Through Oppenheimer and its affiliates we can offer guidance and strategies that focus on professional money management and retirement planning.
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
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.