Client Services

Consulting Services

Investment Review

Through Oppenheimer & Co. we assist our clients in developing a plan to achieve your long-term financial objectives.

We help you achieve your goals by:

- Reviewing our clients current financial situation – Creating customized money management and asset allocation strategies tailored to individual circumstances – retirement plan services – Merchant banking services, and – Estate tax planning

These services are provided through our affiliate, Sharp Circle Financial, L.L.C., who are proud and privileged to be a member of Oppenheimer & Co.’s Professional Alliance Group and to be alligned with this prestigious firm and its wealth of experts.