Fort Worth
FORT WORTH, TX
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
- Portfolio Enhancement Program Mgt.
All Licenses
About the Branch
Located in the heart of downtown, the Oppenheimer Fort Worth office specializes in providing institutions and individuals with personalized investment and planning services. Our team of experienced Financial Professionals, many of whom have received various industry designations, work with clients to help them achieve their investment and financial goals. We pride ourselves on offering exceptional client service and working collaboratively with clients' trusted advisors and Oppenheimer affiliates to provide concierge insight and strategy.
Our Story in Numbers
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936
Financial Professionals
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$124.9
Billion Client Assets under Administration
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89
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.
