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Sterling Heights

Sterling Heights, MI

SPECIALTIES

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

About The Branch

Located in a central hub of Michigan’s automotive, defense supplier and manufacturing companies, Oppenheimer’s Sterling Heights office provides strategies for wealth building, estate and tax planning and retirement services to individuals, corporations, small businesses and charitable organizations.

Led by industry veteran Greg Miller our team of experienced Financial Advisors strives to provide the independent financial advice and responsive service needed to help our clients achieve their goals.

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Our Story in Numbers

*Stats as of June 30, 2019
  • 1,036

    Financial Advisors

  • $87.3

    Billion Client Assets under Administration

  • 94

    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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