Located in the heart of Scottsdale, the Oppenheimer branch has served individuals, families, corporations and large institutions in the community for over 20 years. Our Financial Professionals offer a wide variety of wealth management services and are known for their experience and commitment to their clients. We pride ourselves on offering unbiased financial advice and leveraging the extensive resources of Oppenheimer and its global affiliates in order to help our clients achieve their goals.
Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services
Explore expert-curated content and tools designed to help you achieve your goals while growing and preserving your wealth.
Interested in joining a firm that supports your business, your way? Discover career opportunities at Oppenheimer.
*As of June 30, 2026
Branch Offices across the United States
Financial Professionals
Billion Client Assets under Administration
Powerful Thinking from deep insight and expertise in customized financial planning that drives investment ideas and opportunities to help you achieve your personal goals.
Powerful Thinking focused on delivering unmatched expertise in the financing, trading, and research needs of municipalities, institutions, and emerging growth and middle market companies.
Powerful Thinking in strategic advisory services and capital market strategies from more than a century of deep industry expertise, broad product capabilities, and extensive transaction experience.
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