Princeton

Princeton, NJ
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Contact

302 Carnegie Center

Suite 101

Princeton, NJ 08540

Specialties

Estate Planning Financial Planning Investment Solutions Retirement Planning Trust Services

Branch Manager

LAWRENCE RUBINSTEIN

BRANCH MANAGER MANAGING DIRECTOR-INVESTMENTS
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About the Branch

Located just outside of historic Princeton, along the Route 1 corridor, Oppenheimer’s Princeton branch has a long record of providing corporate executives, high net worth individuals, and non-profit organizations with service and access to sophisticated asset management strategies that today’s investors have come to demand.

The Princeton branch draws on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services including professional money management, asset management, retirement planning, insurance, trust services, and alternative investments for qualified investors. Our focus has always been on the investor who appreciates the objectivity and professionalism our Firm brings to the table.

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the Princeton office, Justin Gelbman, added to that success record by being named to the 2020 Best-In-State Wealth Advisors List .


Awards Criteria

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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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