The Credit Union Investment Strategy Group of Oppenheimer & Co. Inc.

The Credit Union Investment Strategy Group specializes in providing fixed income investment strategies tailored to the individual needs of small and large credit unions.

The Anderson Sterner Private Client Group | Oppenheimer & Co. Inc.

The Anderson Sterner Private Client Group is committed to helping high net-worth individuals, business owners, retirees and families achieve their financial goals.

The Aletheia Group | Oppenheimer & Co. Inc.

The Aletheia Group objective is to demystify the process of investing and provide comprehensive advice that helps our clients live their best life.

The 404 Group | Oppenheimer & Co. Inc

Susan Pajer of Oppenheimer & Co. Inc.

The Seremetis Scherer Group | Oppenheimer & Co. Inc.

At The Seremetis Scherer Group, we value the people, practice and process. The Seremetis Scherer 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.

Spencer Nurse | Oppenheimer & Co. Inc.

We align holistic planning strategies with each client’s unique goals, values and needs. Putting the needs of our clients’ first means investing the time to listen and learn about their unique intentions and concerns. We provide proactive, sophisticated, customized wealth management strategies to high net worth clients with concierge level attention. Our team strives to provide expert financial advice, comprehensive financial planning and cohesive organization with tax advisors and estate planning attorneys.

Search Results