Branch Manager
Westhampton
WESTHAMPTON, NYSpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust ServicesAbout the Branch
Oppenheimer’s Westhampton Beach branch serves the financial needs of high net worth individuals, corporations and non-profit entities in the area. Our experienced Financial Professionals offer guidance on a broad range of financial services and products, including: corporate cash management, hedging strategies, corporate stock options, and retirement planning strategies.
We are proud to have a reputation for exceptional service and customized wealth management planning. Our Financial Professionals, many of whom have been named to Oppenheimer’s esteemed “Chairman’s Council”, work collaboratively with Oppenheimer’s global affiliates to provide a level of curated insight and strategy not typical of other investment firms.
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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