Newport Beach
Newport Beach, CA
SPECIALTIES
- Estate Planning
- Financial Planning Investment Solutions Retirement Planning Trust Services
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
Oppenheimer’s Newport Beach office consists of a team of experienced Financial Professionals dedicated to helping our clients meet their financial goals. We help affluent families and businesses through retirement planning, estate transfer planning, and other wealth building strategies.
Many of our Financial Professionals have received distinction as part of the Orange County Register’s “Best of Orange County” list, and one advisor has been accepted into Oppenheimer’s exclusive Chairman’s Club. By working collaboratively with the Oppenheimer and it’s affiliates, we are able to provide a level of insight and strategy the envy of our competitors.
Our Story in Numbers
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931
Financial Professionals
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$118.2
Billion Client Assets under Administration
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90
Branch Offices across the United States
Customer Asset Protection
Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.
Read More Customer Asset ProtectionProducts & Services
Planning for Retirement
Achieve your retirement goals on your terms.
