Located in the heart of Scottsdale, the Oppenheimer branch has served individuals, families, corporations and large institutions in the community for over 20 years. Our Financial Professionals offer a wide variety of wealth management services and are known for their experience and commitment to their clients. We pride ourselves on offering unbiased financial advice and leveraging the extensive resources of Oppenheimer and its global affiliates in order to help our clients achieve their goals.
Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services
*Stats as of September 30, 2025
Financial Professionals
Billion Client Assets under Administration
Branch Offices across the United States
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.
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