Red Bank, NJ
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
The Oppenheimer Red Bank office is located in the heart of the downtown business district. Our office has a long history of providing clients with reliable service, and access to the sophisticated asset management strategies that today’s investors demand. The Red Bank office utilizes the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including: professional money management, corporate & executive services, retirement services, financial planning, insurance & annuity products, estate planning and trust services and alternative investments for qualified investors.
Our Financial Advisors and their clients benefit from the Firm’s non-proprietary, open architecture technology platform that promotes independent, objective advice, focused on the needs of each unique investor.
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
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.