With a collective investment experience of over 150 years, The Perkins Tunitsky Group of Oppenheimer & Co. Inc. has been building relationships of trust, providing sound investment advice and helping our clients and their families achieve and maintain financial independence.
Our group works tirelessly to meet and exceed our clients’ expectations by identifying, customizing, and serving our clients’ individual needs by offering holistic investment strategies and focusing on multigenerational legacy planning, where appropriate. We understand the importance of providing a comprehensive service and offering complete access not only to our group, but also to Oppenheimer’s strategists, researchers, and insurance professionals. We frequently collaborate with tax and legal professionals and offer clients a broad spectrum of investment choices.
We are an enthusiastic fi nancial advisory team, and would like for our clients to be our biggest fans. Our team seeks to provide customized fi nancial services to our clients, families, and our community.
2020, 2021, 2022. 2023, 2024, 2025
Best in State Wealth Advisor
Forbes Shook Research
