Frankenmuth
Frankenmuth, MI
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
Branch Manager
DANIEL WASKIEWICZ,
CFP®
BRANCH MANAGER, EXECUTIVE DIRECTOR-INVESTMENTS
dan.waskiewicz@opco.com
All Licenses
About the Branch
Oppenheimer’s Frankenmuth branch is focused on providing thorough, consistent and professional financial services to multi-generational clients of all income levels in the Mid-Michigan region. Our team of experienced Financial Professionals work directly with each client to develop a complete understanding of his or her financial, family, and vocational situations in order to properly recommend and guide suitable investment plans. Our guidance includes general financial planning and advisory as well as retirement planning services. As a team, we offer a unique blend of local presence with the extensive resources and support of a national boutique.
Our Story in Numbers
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928
Financial Professionals
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$129.8
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.
