Philadelphia

PHILADELPHIA, PA
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Contact

1818 MARKET STREET

SUITE 2700

PHILADELPHIA, PA 19103

Specialties

Estate Planning Financial Planning Investment Solutions Retirement Planning Trust Services

302 Carnegie Center

Suite 101

Princeton, NJ 08540


Branch Manager

PAUL CLEMENTE

BRANCH MANAGER EXECUTIVE DIRECTOR-INVESTMENTS
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About the Branch

Oppenheimer has served the financial needs of individuals, families and small businesses in the Philadelphia metropolitan area for over 40 years. Our branch is home to a team of dedicated Financial Professionals that offer a broad range of asset management and retirement planning services.

We are proud to have a team of experienced professionals that have built up a reputation for providing exceptional service. A few of our Financial Professionals have been named to Philadelphia Magazine’s distinguished “Five Star Wealth Manager” list as well as been recognized by Oppenheimer’s “Executive Council” and “Chairman’s Council.”

We are conveniently located on Market Street in the heart of Center City – stop in for a consultation and discover how we can help you achieve your financial goals.

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Our Story in Numbers

*Stats as of December 31, 2024

931

Financial Professionals

$129.5

Billion Client Assets under Administration

88

Branch Offices across the United States

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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