Search Results
The Wise Group | Oppenheimer & Co. Inc.
The Wise Group | Oppenheimer & Co. Inc.
The WealthPointe Group | Oppenheimer & Co. Inc.
We are a team of Financial Advisors with more than six decades of combined investment experience. Working out of Oppenheimer’s Melville, NY office, we provide select clientele with a broad range of investment strategies and wealth management services, while committing to the highest standards of integrity, diligence and courtesy.
The Watt Group | Oppenheimer & Co Inc.
Our mission is to provide independent financial insights, a full spectrum of traditional and non-traditional product solutions and responsive client service. We accomplish this by taking a holistic approach to working with our clients in four key areas of their financial lives; creating and growing assets, protecting and preserving wealth, preparing for distribution of that wealth in life, mainly during retirement, and planning for the final distribution of our clients’ estates.
Walter Cooper | Oppenheimer & Co. Inc. | Providence, RI
Walter Cooper helps you meet your investment goals by providing personalized financial strategies
The Ulbrich Private Client Group | Oppenheimer & Co. Inc.
The Ulbrich Private Client Group addresses the broadening range of challenges faced by individuals in today’s economic environment. In conjunction with the Firm, our group offers extensive experience and skill in planning, asset management, investments, insurance and corporate services, combined with reliable, responsive customer service and access.
The Transatlantic Private Client Group | Oppenheimer & Co. Inc.
The Transatlantic Private Client Group concentrates on developing long-term relationships through a commitment to client service. We coach families through decisions in all stages of life, from college savings, to buying a home, through divorce, through aging parents and enjoying retirement.
The Third Coast Group | Oppenheimer & Co. Inc.
The Third Coast Group helps high-net-worth business owners, professionals, and their families plan for a successful retirement by offering customized, creative strategies backed by meaningful financial guidance. Our team approach allows for a variety of strengths in building financial blueprints for each unique need.
The Walsh Group | Oppenheimer & Co. Inc.
We are a father and daughter Wealth Management team that provides strategies to clients to help them achieve their financial goals. We offer comprehensive financial and investment advice primarily to small business owners, families, and high net worth individuals. Our mission is to educate and work collaboratively with clients, incorporating both active and passive investment styles in an attempt to create a portfolio of securities that will maximize returns while managing risk.
The Verity Group | Oppenheimer & Co. Inc.
We help corporate executives, high net worth individuals and foundations who need help managing the state of their finances by offering customized, creative solutions and wealth management expertise in order to reach their financial objectives.
The Summa Group | Oppenheimer & Co. Inc.
The Summa Group of Oppenheimer & Co. Inc. is not your typical financial advisor group offering wealth management services. Ranked as one of the top financial advisors in the United States by Barron’s, Forbes and other leading financial publications, The Summa Group is experienced in serving those with considerable assets in transition due to a business sale, divorce or other large liquidity event, with asset management and estate planning services. We also serve family estates, charitable entities, and their fiduciaries.