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About the Branch

Located in the business district of beautiful White Plains, the Oppenheimer branch provides financial, estate, retirement and trust planning services to high net worth individuals, businesses and institutions.

Our advisors take pride in their years of combined wealth management knowledge and experience. We provide our clients with the highest level of service and help prepare them for financial and lifestyle challenges.

Branch Specialties

Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services

Our History

Our Story in Numbers

*As of June 30, 2026

88

Branch Offices across the United States

934

Financial Professionals

$154.7

Billion Client Assets under Administration