- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
For 12 years, Oppenheimer’s Southbury branch has served the financial needs of individuals, families and small businesses in the Southbury, Connecticut community. We offer a broad spectrum of financial services including estate planning, retirement planning, financial planning, traditional investment strategies, trust services, and insurance planning.
The dedicated Financial Professionals in our office work side-by-side with clients to help them plan, invest, and transfer wealth. By leveraging the full resources of Oppenheimer and its global affiliates, we are able to help our clients achieve their financial goals and 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
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.