Oppenheimer & Co. Inc.
Investment Firm
Why pick this one
Oppenheimer & Co. Inc. provides Winston-Salem estate, retirement, investment, trust, and financial planning through a firm founded in 1881.
Best for
- estate planning
- retirement planning
- investment portfolio development
- wealth preservation and transition planning
- family office solutions
- capital markets services for municipalities, institutions, and middle-market companies
Specialties
- estate planning
- financial planning
- investment solutions
- retirement planning
- trust services
Certifications
- Series 6
- Series 7
- Series 9
- Series 10
- Series 63
- Series 65
- Series 66
What makes them different
- Winston-Salem branch located at 380 Knollwood St, Suite 300
- Firm founded in 1881
- $154.7 billion in client assets under administration as of June 30, 2026
- 934 financial professionals and 88 U.S. branch offices as of June 30, 2026
- Local branch specialties include estate planning, retirement planning, investment solutions, and trust services
- Response time
- Someone will be in contact promptly
- Years in business
- 145
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 380 Knollwood St Ste #300, Winston-Salem, NC 27103
- Phone
- 3367217040
- Website
- https://www.oppenheimer.com/branch/winston-sale...
Services
- wealth management
- capital markets
- investment banking
- financial planning
- investment management
- retirement planning
- estate planning
- trust services