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Overview
Oppenheimer's Professionals Alliance Group (PAG) supports selected third party CPA firms in providing financial services to their clients. Established in 1997, the Professionals Alliance Group is a collaboration among Oppenheimer & Co. Inc., Oppenheimer Asset Management Inc. and select accounting and other professional firms located throughout the United States.
The primary goal of the Group is to strengthen existing relationships among our members and their clients. This objective requires absolute integrity. Responsibility for maintaining this standard begins and ends at the most senior levels of Oppenheimer.
An open dialogue among all parties is critically important. Therefore, the Professionals Alliance Group business model is based on developing a "firm-to-firm" relationship with access to Oppenheimer senior management for our members.
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