Get to Know
Get to Know
Oppenheimer & Co. Inc.,
Your financial needs are unique and may extend beyond your personal well-being to that of your business, family and community. Your wealth presents unique opportunities and new challenges that require your attention. Like any successful endeavor, managing your wealth requires a well thought out plan that anticipates your needs and prepares you for the future.
To address these challenges we find that clients commonly require:
A simple and flexible process
While affluent individuals often require sophisticated recommendations to capitalize on financial opportunities they also need a simple and flexible process to manage their wealth.
A personal relationship
A relationship that is built on open communications, trust and integrity where the highest levels of service and attention are priorities.
A team of professionals and specialists
Access to professionals and specialists who understand the complex nature of wealth and can implement suitable strategies and tactics to manage it.
A full range of products and services
Access to a broad array of traditional and specialized products and services that can help meet their complex and evolving financial needs.
Because relationships matter
Solutions that are tailored for you
We've earned our clients' trust for over 120 years