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oppenheimer 85 broad

Southbury

Southbury, CT

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
CHRISTOPHER LAPPAS

Branch Manager

CHRISTOPHER LAPPAS

BRANCH MANAGER, MANAGING DIRECTOR

christopher.lappas@opco.com

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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 Advisors 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.

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Our Story in Numbers

*Stats as of September 30, 2019
  • 1,043

    Financial Advisors

  • $87.6

    Billion Client Assets under Administration

  • 94

    Branch Offices across the United States

Let's Talk Future

Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.

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Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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