- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Located in the heart of a rapidly growing metropolis, Oppenheimer’s Sarasota branch is home to a core team of Financial Advisors 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 Advisors 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.
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.