- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
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
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.