Oppenheimer & company

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500 108th Ave NE Ste 200

Bellevue, WA 98004

+1 (425) 709-0400

http://opco.com

Oppenheimer & Company is a full-service broker-dealer and investment advisory firm that provides financial services to investors, individuals, businesses and institutions. Founded in 1986, the company provides assistance with accumulation, protection, preservation and transfer of wealth. It operates Oppenheimer Asset Management that deals in hedge and mutual funds and domestic investments. Oppenheimer Asset Management s equity portfolio management focuses on large-cap value and small-cap growth investment styles. Oppenheimer & Company s trust company provides trustee, estate settlement, cash management, escrow and custody services to individuals, nonprofit organizations and businesses. The company is a wholly owned subsidiary of Oppenheimer Holdings, which is a financial services holding company. The parent company s other subsidiaries include Oppenheimer Life Agencies and Oppenheimer Trust Company. Oppenheimer & Company has a presence in Bellevue, Washington D.C.

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Reviews

1.02 reviews

Robert G.

5/21/2021

This review is more for Serafin Aquino than the the firm itself. I highly recommend looking elsewhere for financial guidance. This gentleman managed my parent's IRA for 20 years and delivered a...

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