Oppenheimer & Co. Inc.
About the Business
Oppenheimer & Co. Inc. is a finance institution located at 9475 Holly Road, Grand Blanc Township, Michigan, United States. Our Grand Blanc office is situated in one of the fastest growing areas of southern Genesee County, with convenient access to I-75. Our branch consists of a small group of Financial Professionals, supported by experienced sales assistants, dedicated to providing reliable service to our clients. We offer a wide range of financial products and services, including professional money management, corporate & executive services, retirement services, financial planning, insurance and annuity products, estate planning, and trust services.
At Oppenheimer, we utilize an open architecture technology platform to provide independent, objective advice tailored to the unique needs of each investor. With a rich history dating back to 1881, we are committed to helping our clients achieve their financial goals. Our institution is financially sound, with a strong, conservatively managed balance sheet, disciplined risk management, and robust internal controls to protect our clients' assets. In the unlikely event of insolvency, there are multiple layers of protection in place to safeguard our customers' holdings.
Please note that Oppenheimer & Co. Inc.'s website and mobile terms, privacy, and security policies may not apply to third-party sites or apps. We are not responsible for any products, services, or content provided by third-party sites, except for those explicitly carrying the Oppenheimer & Co. Inc. name.
Location & Phone number
9475 Holly Rd Suite #203, Grand Blanc Twp, MI 48439, United States
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Terance Bertrand is great to work with. He has been managing our accounts for many years and does a fantastic job checking in and keeping us up to date on everything. He even goes out of his way to help us with our 401k choices even though he doesn't oversee those. Keep up the great work!"
"My family had investment accounts with scott sobel, BAD IDEA! He consistently lost money, changed nothing and was preoccupied watching sports on one of his many TV's everytime we were there. Lied to them about who beneficiaries were. When they had enough of him and tried to cash in what was left of their account, he turned them in for fraud and said family members were deceased (which was untrue) and called adult protective services. Stay away, he'll go to any extent to keep your account with him so he can make money off it."
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