- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
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
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
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Sun Salutations for a Cause in Stamford
- June 2020
- Stamford, CT
The Oppenheimer Stamford, CT branch raised over $3,700 for patients and families of the Bennett Cancer Center at the Stamford Health Virtual Hope in Motion event. Though the Hope in Motion event is typically organized as a Walk & Run, this year, due to the pandemic, the Stamford team participated with a socially-distanced yoga event.
You can read more about this event here.