Branch Manager
Princeton
Princeton, NJSpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust ServicesAbout 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 .
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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