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BV Group
of Oppenheimer & Co. Inc.
Boca Village Corp Center
4855 Technology Way
Suite 400
Boca Raton, FL 33431
Tel:  (561) 416-8600
Toll Free:  (888) 999-3660
Fax:  (561) 416-8680

 

BV Group of Oppenheimer & Co. Inc. has over 20 years’ experience in wealth management services, supporting the needs of Corporate Executives, Business Owners, High Net Worth Individuals, Multi-Generational Families and Professional Athletes.

 

Our wealth management strategy provides comprehensive financial advisory and consultative service through a distinct field of practice through which a team of qualified professionals help our clients achieve their goals and objectives related to the accumulation, protection, and distribution of wealth by applying a set of specialized skills, education and knowledge.
Please contact us for more information, or to set an appointment with one of our qualified professionals: (561) 620-3122.

 




Report as of 04/21/2014

 

Meet Our Team
Michael Bober, CFP®, CIMA®
Managing Director - Investments
tel: (561) 416-8600
toll free:(888) 999-3660
fax: (561) 416-8671
michael.bober@opco.com

Ed Ventrice, CFP®, CIMA®
Managing Director - Investments
tel: (561) 416-8600
toll free:(888) 999-3660
fax: (561) 416-8671
ed.ventrice@opco.com

Michael Bober is licensed in the following state(s)*:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, TX, VA, WA, WI

Ed Ventrice is licensed in the following state(s)*:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, TX, VA, WA, WI


 

Oppenheimer Products & Services
• Financial Planning Services • Trust Services2
• Institutional Investment Consulting Services3 • Wealth Management Services

If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Trust Company provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.

Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.

1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company of Delaware.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

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