About the Branch

Oppenheimer serves individuals and corporate accounts all over Ohio through our Cleveland, Columbus and Cincinnati offices. With a reputation for professionalism, integrity and exceptional client service, our team of Financial Professionals manages over $1 billion in assets and provides guidance on asset management, retirement and 401k consulting, individual securities, and more.

Several of our Financial Professionals have achieved Senior Director status within Oppenheimer for their long-standing commitment to helping clients achieve their financial goals. Working collaboratively with the other Oppenheimer affiliates, we aspire to offer our clients the best research we can find, an open environment of communication and our unbiased advice. In short, we strive to be the best.