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The Pallitto Group | Oppenheimer & Co. Inc.
With over 100 years of combined experience, our team is committed to providing comprehensive and customized investment advice based on a thorough review of clients’ financial lives, goals and dreams, risk tolerance, and time horizon, to empower them and to help prepare for the future, including potential uncertainties ahead.
The North Hill Group | Oppenheimer & Co. Inc.
At The North Hill Group Group, we value the people, practice and process. The The North Hill Group earns the confidence of affluent families, by helping address client’s most pressing and critical financial concerns. The unique structure of The Seremetis Scherer Group of Oppenheimer & Co. Inc., a team of experienced Financial Advisors based in New York, provides our clients with an intimate personal financial advisory relationship backed by one of the most respected names in the financial services industry.
The Newman Group | Oppenheimer & Co Inc.
As females in the finance industry, we understand how intimidating managing your wealth can be. That is why we are here to help. Our priority, is empowering women to take control of their financial livelihood so they have the confidence to make informed financial decisions.
The Natelli Group | Oppenheimer & Co. Inc.
Our mission is to help our clients make smart investment and financial decisions through strong professional relationships paired with integrity, trust and personalized service. The Natelli Private Client Group’s intention is to service our clients by organizing their financial affairs, efficiently and effectively. We seek to preserve capital and pursue risk-adjusted returns that align with financial objectives.
The Meskunas Group | Oppenheimer & Co. Inc.
We are a team of dedicated Financial Advisors focused on helping individuals, corporations and captive insurance companies grow and preserve their wealth. With over 30 years of experience, we specialize in delivering customized strategies that fit each client’s individual needs, whether it’s building an investment portfolio, managing risk, duration-matching for captive insurance companies, or long-term planning.
The Lazos Group | Oppenheimer & Co. Inc.
Achieving your life’s goals can be simple with a very personal, yet disciplined approach to your financial wellbeing. Nobody likes uncertainty. Knowing exactly what to expect from your financial advisor is the bedrock of a strong relationship. We balance independent, cutting-edge investment advice with a very personal approach, keeping you constantly updated on what matters most to you. Understanding your unique objectives leads to a coherent, actionable plan—one we set out to accomplish together. On the path to success, we are process driven, while remaining agile and ready to take advantage of emerging opportunities.
The Gilchrist Group | Oppenheimer & Co. Inc. | Chicago, IL
The Gilchrist Group values the unique and complex needs of wealthy individuals, families, and institutions. Our team takes a dedicated approach to factoring in clients individual preferences for tax efficiency, portfolio volatility, diversity, and asset allocation.
The Forza Group of Oppenheimer & Co. Inc.
The Forza Group Advisors have helped clients with their financial planning needs for over 25 years. They provide access to a full spectrum of investment services and solutions that deliver a personalized financial strategy for their clients.
The Eitzen Private Client Group | Oppenheimer & Co Inc.
The Eitzen Private Client Group (EPCG) is a financial advisory and planning team that focuses on client’s needs, wants, and goals to achieve financial independence. The team resides in Tucson, Arizona and helps families, individuals, and business owners across the United States make smarter financial decisions.
The Deeter Group | Oppenheimer & Co. Inc.
We help multiple generations of families, Retirees, & Pre-Retirees would need thoughtful consideration and careful planning regarding their financial futures. We offer meaningful guidance and personalized solutions for our clients unique set of circumstances.