The Puritan Valley Group has over sixty years of combined experience in financial planning and wealth management. Jeff and Jim excel in working with individuals, small and mid-sized business owners, charitable organizations and foundations. The team focuses on risk-adjusted investment management when assisting clients in addressing their retirement, educational, and philanthropic goals. In the evolving markets and changes in clients’ lives, we focus on creating value based strategies that are tailored to client’s specific situation at various stages in life.
Oppenheimer delivers a comprehensive line of trust services and products to high net worth individuals and families, not-for-profit organizations, and businesses through our fiduciary organization, Oppenheimer Trust Company of Delaware.
Oppenheimer delivers a comprehensive line of trust services and products to high net worth individuals and families, not-for-profit organizations, and businesses through our fiduciary organization, Oppenheimer Trust Company of Delaware.
No two investors are alike. Which is why when it comes to building a diverse portfolio of investments, Oppenheimer Asset Management (OAM) provides our team and our clients with unbiased advice and ideas that serve to match their goals and objectives.
No two investors are alike. Which is why when it comes to building a diverse portfolio of investments, Oppenheimer Asset Management (OAM) provides our team and our clients with unbiased advice and ideas that serve to match their goals and objectives.
