Oppenheimer & Co. Inc.
Share on Facebook
Tweet this
Share on LinkedIn
Email to a FriendSpecialties & Expertise
Specialties:
Tax-planning, Disability-insurance, Term-life-insurance, Estate-planning, Charitable-giving, Annuities, Long-term-care-insurance, Financial-planning, Retirement-planning, Life-insurance, Alternative-investments, Investment-management, College-planning
Employees:
Approximately 2
Best of the Web Resources and Reviews
Oppenheimer & Co has 12 financial advisors who received a FIVE STAR Wealth Manager award in Seattle, which is awarded by a partnership between Seattle Magazine and Crescendo Business Services. The professionals at Oppenheimer & Co received this client satisfaction award in 2010 based on surveys of consumers, reviews of regulatory history, and an evaluation by an independent panel. You can find more information about the rating process and view professionals by their primary service, such as Investments, Estate Planning, and Financial Planning at the FIVE STAR Professional Award website.
Do you know of an unbiased review or rating that we should include for this company? Please let us know!
This WealthVisor.com Company Profile was created by WealthVisor.com and is about Oppenheimer & Co. Inc.. This page is not endorsed by or affiliated with Oppenheimer & Co. Inc.. For questions regarding Company Profiles, please contact us.
Financial Industry Regulatory Authority and Investment Advisor Public Disclosure
Oppenheimer & Co. Inc.’s firm profile, history, licenses and registrations, and customer disputes or disciplinary history can be found at BrokerCheck, which is a service of the Financial Industry Regulatory Authority (FINRA), or, if the firm is an Investment Advisor, you can find similar information from the Investment Advisor Public Disclosure, which is provided by the SEC.
Financial Industry Regulatory Authority and Investment Advisor Public Disclosure
Oppenheimer & Co. Inc.’s firm profile, history, licenses and registrations, and customer disputes or disciplinary history can be found at BrokerCheck, which is a service of the Financial Industry Regulatory Authority (FINRA), or, if the firm is an Investment Advisor, you can find similar information from the Investment Advisor Public Disclosure, which is provided by the SEC.
