financial advice

This is The Power of Oppenheimer Thinking

Who We Are

For over 140 years, Oppenheimer & Co. Inc. has evolved into an investment boutique that combines local hands-on service with global capabilities. We take pride in our long history and tradition of customized strategies to meet each client’s unique needs. The dedication, expertise and creativity of Oppenheimer’s professional staff helps us build and maintain our reputation for providing comprehensive investment guidance. We leverage's the firm’s breadth of resources as well as the expertise of outside investment management firms to recommend a personalized strategy that can help work towards addressing each client’s needs.

Why Work With Us

Investment Experience

Our Financial Advisors have experience in a wide range of client situations. They have the expertise and skills to understand your needs and, together, with the appropriate departmental professionals will help develop a comprehensive plan designed for you.

Independence

Our independence provides us the freedom to offer objective advice. With access to a full range of traditional and non-traditional investment products and services, we are committed to developing a strategy that is in your best interest.

Entrepreneurial Culture

We think ahead. Flexibility, short lines of communication and access to experts result in decisive action and tailored responses that are designed to help meet your unique financial goals and objectives.

Personal Relationship

We sit on the same side of the table as our clients and provide advice based on a deep understanding of their needs. Creating long-term relationships that are built on trust is our ultimate goal.

five star award

Recent Insights

Additional Team Support

Through the Oppenheimer Private Client Division and Oppenheimer Asset Management (OAM), The Haddon Township Group has access to customized investment advice and investment management.

  • John Stoltzfus

    John Stoltzfus

    Chief Investment Strategist, Oppenheimer Asset Management Inc.
  • Diane Fox

    Diane Fox

    Managing Director, Fixed Income
  • Hunt Worth

    Hunt Worth

    President, Oppenheimer Trust Company of Delaware.
  • Chris Barsky

    Christopher Barsky

    Head of Consulting Group, Oppenheimer Asset Management Inc.
  • JoAnn Barrett

    Joann Dobson

    President of Oppenheimer Life Agency, Ltd. Insurance and Annuities
  • Jeremy Deleski

    Jeremy Deleski

    Managing Director, Head of Retirement Services
  • Kathy Krieg

    Kathy Krieg

    Managing Director Senior Portfolio Manager Head of Tax-Exempt Fixed Income
  • Chris Kosik

    Chris Kosik

    Managing Director, Head of Mutual Fund Services
  • David Sirianni

    David Sirianni

    Managing Director, Municipal Bond Trading