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westhampton

Westhampton

WESTHAMPTON, NY

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Branch Manager

Joel Breiter

FINANCIAL ADVISOR, MANAGING DIRECTOR-INVESTMENTS

joel.breiter@opco.com

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About The Branch

Oppenheimer’s Westhampton Beach branch serves the financial needs of high net worth individuals, corporations and non-profit entities in the area. Our experienced Financial Advisors offer guidance on a broad range of financial services and products, including: corporate cash management, hedging strategies, corporate stock options, and retirement planning strategies.

We are proud to have a reputation for exceptional service and customized wealth management planning. Our Financial Advisors, many of whom have been named to Oppenheimer’s esteemed “Chairman’s Council”, work collaboratively with Oppenheimer’s global affiliates to provide a level of curated insight and strategy not typical of other investment firms.

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

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

Learn more Engaging Family Office Services
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