White Plains
WHITE PLAINS, NY
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About the Branch
Located in the business district of beautiful White Plains, the Oppenheimer branch provides financial, estate, retirement and trust planning services to high net worth individuals, businesses and institutions.
Our advisors take pride in their years of combined wealth management knowledge and experience. We provide our clients with the highest level of service and help prepare them for financial and lifestyle challenges.
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.
