- 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
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.