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Annuity for Every Investor

  • By Oppenheimer & Co. Inc.
  • November 17, 2021

Whether you are in the height of your working career, beginning to plan for retirement or are in retirement, an annuity could be a possible solution to help grow and protect your hard earned assets. 

Annuities have evolved over the years to offer strategies to fit almost every retirement planning need.
The enclosed booklet offers solutions to help you prepare for retirement no matter what stage of life you are in.
Quotation from Aenean Pretium

Understanding that you may be concerned about investing during volatile markets, an annuity can be a great solution to help protect a portion of your portfolio.

JUSTIN GELBMAN
Name:

JUSTIN GELBMAN, CFP®

Title:

FINANCIAL ADVISOR, MANAGING DIRECTOR-INVESTMENTS

Justin is a Managing Director – Investments in The Princeton Sharpe Group of Oppenheimer & Co. Inc. He began his career in 2005, helping serve clients’ investment needs by utilizing the vast resources of a national boutique, while maintaining a local focus. He prides himself on truly understanding the group’s clients. He has a great deal of experience working with multi-generational client families, establishing college savings plans, devising retirement strategies to not outlive their income, and working to build estate plans.

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