Mid Hudson Valley
Fishkill, NY
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About the Branch
Our office supports Oppenheimer Financial Professionals in their efforts to deliver valued advice to individuals, families, corporate executives, and businesses. The dedicated Financial Professionals in our office work side-by-side with clients to plan, invest, and transfer wealth. Our focus is on making the right resources available – resources that help achieve financial goals and help our Financial Professionals and their clients stay one step ahead in a rapidly changing world.
Our Story in Numbers
-
928
Financial Professionals
-
$129.8
Billion Client Assets under Administration
-
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.
