Retail & Institutional accounts: Both retail & institutional investors have the opportunity to work directly with our group. Creating relationships & cultivating unique investment portfolios tailored to your tolerance and goals.
401K plans: Together with our retirement services team, we can help establish a 401k plan for your business. If a 401k plan is already established, we can complete a complimentary plan review to evaluate fees, investment options, and participation rate from employees.
Alternative investments: Being a boutique investment firm, Oppenheimer & Co. Inc. has access to some of the most prestigious private and public investment funds on Wall Street. Each investment portfolio should consider having an alternative investment allocation.
Estate Planning: One of the most overlooked areas of personal finance is estate planning. We make sure our clients are either establishing or actively reviewing their estate. It allows you to know that your loved ones will be taken care of and the legacy you wish to leave behind will be carried through.
Financial Planning: Establishing a financial plan is one of the most essential parts of investing. Once your data & information is collected, we will use our Money Guide Pro Software to create a plan that we will use as a playbook to your financial future. We will continue to review the plan yearly to make sure all information is still accurate.
Initial Public Offerings: Oppenheimer as a firm has access to initial public offerings directly or indirectly through Credit Suisse. With access to these deals, our clients have the opportunity to indicate for shares and invest in newly traded companies.
Insurance & Annuities: If wanted by the client, we are actively reviewing life insurance plans or starting them if not established. We know how important insurance is to families and want to assist our clients in anyway. In addition to insurance, we are also actively discussing if an annuity make sense for you or your loved ones.
Retirement Rollovers & Accounts: Whether you have left your previous employer or are over the age of 59.5, you have the opportunity to complete a retirement rollover. By establishing a qualified retirement account, all tax implications remain the same. If completing a rollover, we will make the rollover process as smooth as possible by reaching out to the provider with you to start the transaction. Saving and preparing for retirement is one of the most important events you will have to do during your lifetime. We know how important it is and will work with you side by side.