The Seven Summits Group of Oppenheimer & Co. Inc. can provide expert guidance and support to help you achieve your financial goals. From assessing your current financial situation to crafting a personalized plan, ensuring that every aspect of your financial life is aligned with your objectives. Whether you’re planning for retirement, managing concentrated stock, or navigating complex tax and estate issues, we provide ongoing support.
Below are some areas of focus we’ll consider as we approach the starting line.
