Stamford
Stamford, CT
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About the Branch
Oppenheimer’s Stamford office is located in the heart of Fairfield County, just outside of the financial hub of New York City. The new, state-of-the art space is located at 263 Tresser Boulevard, and other offices in the region are conveniently located in Cheshire, Danbury, Litchfield, and Southbury. In each of our offices, our experienced professionals specialize in providing sophisticated asset management services to domestic and international high-net-worth individuals and entrepreneurs. They have instant access to the considerable resources of the firm and its affiliates, and they provide a range of financial products and services to address any individual or business need. Our professionals pride themselves on providing clients with the highest level of service, along with the objective advice and personalized attention they need to help achieve their financial goals.
Our Story in Numbers
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931
Financial Professionals
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$118.2
Billion Client Assets under Administration
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90
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.
