Branch Manager
Kalamazoo - Fahn
Kalamazoo, MISpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust ServicesAbout the Branch
Oppenheimer’s Kalamazoo office is conveniently located at the corner of West Crosstown Parkway and South Westnedge Avenue, just minutes away from downtown Kalamazoo. Our office has had a long-standing presence in Kalamazoo, dating back over a century to 1911.
Oppenheimer has a history of providing our clients with reliable services and access to sophisticated asset management strategies. Our Financial Professionals utilize the extensive resources of the Oppenheimer global brand to provide a broad range of financial products and services, including: professional money management, corporate and executive services, retirement services, investment banking, financial planning, insurance and annuity products, equity research, fixed income, estate planning and trust services.
We are committed to providing investors with the expertise and insight necessary to address their financial goals head-on. Our non-proprietary culture, state of the art facilities and open architecture promotes independent, objective advice focused on the individual needs of each client.
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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