Our Process
At The Perkins Tunitsky Group, we work tirelessly to meet and exceed our clients’ expectations by identifying, customizing, and serving our clients’ individual needs by offering holistic investment strategies and focusing on multigenerational legacy planning, where appropriate. We understand the importance of providing a comprehensive service and offering complete access not only to our group, but also to Oppenheimer’s strategists, researchers, and insurance professionals. We frequently collaborate with tax and legal professionals and offer clients a broad spectrum of investment choices.
