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providence

Providence

Providence, RI

SPECIALTIES

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

Branch Manager

STEPHEN CONNAUGHTON,

AAMS®, AIF®

FINANCIAL ADVISOR, EXECUTIVE DIRECTOR-INVESTMENTS

stephen.connaughton@opco.com

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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.

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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.

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Products & Services

business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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Growing My Wealth

Planning your wealth on your terms.

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Planning for Retirement

Achieve your retirement goals on your terms.

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