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oppenheimer 85 broad

Stamford

Stamford, CT

SPECIALTIES

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

About The Branch

Located in the heart of Fairfield County, just outside the financial hub of New York City, Oppenheimer’s Stamford office specializes in providing sophisticated asset management services to domestic and international high net worth individuals and entrepreneurs. Our experienced professionals utilize the considerable resources of the Firm and its affiliates, and provide a range of financial products and services to address any individual or business need. We pride ourselves on providing our clients with highest level of service along with the objective advice and personalized attention they need to help achieve their financial goals.

Our Story in Numbers

*Stats as of December 31, 2018
  • 1,073

    Financial Advisors

  • $80.1

    Billion Client Assets under Administration

  • 92

    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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