With a collective investment experience of 128 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.
At The Perkins Tunitsky Group, we work 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 financial advisory team, and would like for our client’s to be our biggest fans. Our team seeks to provide customized financial services to our clients, families and our community.
2020, 2021, 2022. 2023, 2024
Best in State Wealth Advisor
Forbes Shook Research
