- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
Due to Hurricane Ian, our offices in Ft Myers FL, Lakeland FL, Sarasota FL and Tampa FL are closed effective Wednesday 9/28/22 for the duration of the storm.
If you need assistance with your accounts and your financial advisor is located in our Sarasota, FL office please contact us at 877-885-8657.
Our top priority is the safety and well-being of our employees as well as delivering the highest level of service to our clients.
About the Branch
Located in the heart of a rapidly growing metropolis, Oppenheimer’s Sarasota branch is home to a core team of Financial Professionals with over 100 years of combined experience. We help entrepreneurs, corporate executives, and retirees with a variety of financial needs, from financial planning to investment management.
We are proud to offer our clients a level of expertise and personalized service uncommon at other investment firms. Our Financial Professionals have built a reputation for providing unbiased advice tailored to clients’ needs. Leveraging the full resources of Oppenheimer and its global affiliates, we are able to help our clients navigate every stage of wealth accumulation and management, helping them stay one step ahead in a rapidly changing world.
A Culture to Succeed
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.