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virginia beach

Virginia Beach

Virginia Beach, VA

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
JAMES W. COBURN, JR.

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.

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Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    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

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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