Hauppauge
Hauppauge, NY
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About the Branch
Located in the heart of Suffolk County, Oppenheimer’s Hauppauge branch has a long record of providing clients with personal service and access to sophisticated asset management resources and strategies to help them achieve their financial goals.
Leveraging the extensive resources of Oppenheimer and its global affiliates, we are able to offer a broad range of investment strategies and services, including: retirement planning strategies, advisory account programs, separately managed accounts, and alternative investments for qualified investors. Our focus has always been to provide investors with objectivity, professionalism, and a personal concierge approach.
We are proud to have a team of motivated, hard-working professionals whose primary focus is serving high net worth individuals, accredited investors, corporate executives, non-profit organizations and business owners. Our Financial Advisors are committed to providing a high level of stewardship for these clients.
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.
