Scottsdale
Scottsdale, AZ
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About the Branch
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.
Our Story in Numbers
-
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.
Read More Customer Asset ProtectionProducts & Services
Planning for Retirement
Achieve your retirement goals on your terms.
