- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
Centrally located near the Ozark Mountains, Oppenheimer’s Springfield branch has a reputation for providing stellar service to our clients and outstanding support for our professional staff. Our Financial Professionals, with a combined 60 years of experience in the financial industry, offer a variety of services aimed at wealth preservation and creation. We also draw on the extensive resources of Oppenheimer and its affiliates to provide comprehensive strategies to help clients achieve their financial goals.
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.