- 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
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.Read More
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.