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Stamford, CT


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

Branch Manager



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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.

A Culture to Succeed

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Our Story in Numbers

*Stats as of December 31, 2023
  • 931

    Financial Professionals

  • $118.2

    Billion Client Assets under Administration

  • 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.

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Products & Services

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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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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