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virginia beach

Virginia Beach

Virginia Beach, VA

SPECIALTIES

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

James W. Coburn, Jr.

BRANCH MANAGER, DIRECTOR-INVESTMENTS

james.coburn@opco.com

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About The Branch

Oppenheimer’s Virginia Beach branch is located right in the heart of the largest and fastest growing city in Virginia. Our Financial Advisors offer a broad range of services, from financial planning and investments to retirement planning and trust services. We help individuals, families, corporate executives and businesses achieve their financial goals through personalized guidance and strategies.

We are proud to have built a reputation for stellar service. Our experienced Financial Advisors leverage the collective resources of Oppenheimer and its affiliates to provide you with guidance and insight to address your financial future.

Our Story in Numbers

*Stats as of March 31, 2019
  • 1,062

    Financial Advisors

  • $87.5

    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

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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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Engaging Family Office Services

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