Oppenheimer & Co. Inc.
Investment Advisor
Why pick this one
Oppenheimer & Co. Inc.'s Greensboro branch provides estate, retirement, trust, and investment planning for individuals, families, executives, and small-business owners.
Best for
- individuals seeking customized investment management
- families planning estates or trusts
- corporate executives needing financial planning
- small business owners seeking wealth management
- clients planning for retirement
- clients transitioning or preserving family wealth
Look elsewhere if
- customers seeking routine checking or savings accounts
- customers seeking consumer banking services such as personal loans or debit cards
Specialties
- estate planning
- financial planning
- investment solutions
- retirement planning
- trust services
- professional money management
- corporate and executive services
Certifications
- Series 7
- Series 8
- Series 24
- Series 27
- Series 53
- Series 63
- Series 65
- Series 66
What makes them different
- The Greensboro branch serves individuals, families, corporate executives, and small business owners.
- The branch manager is also an executive director of investments and senior portfolio manager.
- Oppenheimer has provided investment services since 1881.
- Oppenheimer reports $154.7 billion in client assets under administration as of June 30, 2026.
- The firm reports 934 financial professionals and 88 U.S. branch offices as of June 30, 2026.
- Response time
- Someone will be in contact with you promptly.
Distilled from this business's own website.
Contact & Location
- Address
- 800 Green Valley Rd Ste #300, Greensboro, NC 27408
- Phone
- 3365747500
- Website
- https://www.oppenheimer.com/branch/greensboro.a...
Services
- wealth management
- asset management
- financial planning
- retirement services
- insurance and annuity products
- estate planning
- trust services
- capital markets
- investment banking