Haddon Township Group
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This is The Power of Oppenheimer Thinking
Who We Are
For over 140 years, Oppenheimer & Co. Inc. has evolved into an investment boutique that combines local hands-on service with global capabilities. We take pride in our long history and tradition of customized strategies to meet each client’s unique needs. The dedication, expertise and creativity of Oppenheimer’s professional staff helps us build and maintain our reputation for providing comprehensive investment guidance. We leverage's the firm’s breadth of resources as well as the expertise of outside investment management firms to recommend a personalized strategy that can help work towards addressing each client’s needs.
Why Work With Us
Investment Experience
Our Financial Advisors have experience in a wide range of client situations. They have the expertise and skills to understand your needs and, together, with the appropriate departmental professionals will help develop a comprehensive plan designed for you.
Independence
Our independence provides us the freedom to offer objective advice. With access to a full range of traditional and non-traditional investment products and services, we are committed to developing a strategy that is in your best interest.
Entrepreneurial Culture
We think ahead. Flexibility, short lines of communication and access to experts result in decisive action and tailored responses that are designed to help meet your unique financial goals and objectives.
Personal Relationship
We sit on the same side of the table as our clients and provide advice based on a deep understanding of their needs. Creating long-term relationships that are built on trust is our ultimate goal.
Recent Insights
Additional Team Support
Through the Oppenheimer Private Client Division and Oppenheimer Asset Management (OAM), The Haddon Township Group has access to customized investment advice and investment management.
John Stoltzfus
Chief Investment Strategist, Oppenheimer Asset Management Inc.
Diane Fox
Managing Director, Fixed Income
Hunt Worth
President, Oppenheimer Trust Company of Delaware.
Christopher Barsky
Head of Consulting Group, Oppenheimer Asset Management Inc.
Joann Dobson
President of Oppenheimer Life Agency, Ltd. Insurance and Annuities
Jeremy Deleski
Managing Director, Head of Retirement Services
Kathy Krieg
Managing Director Senior Portfolio Manager Head of Tax-Exempt Fixed Income
Chris Kosik
Managing Director, Head of Mutual Fund Services
David Sirianni
Managing Director, Municipal Bond Trading