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Donna Goldman & Howard Hirsch - Stamford, CT
Donna Goldman & Howard Hirsch
of Oppenheimer & Co. Inc.
360 Hamilton Avenue
9th Floor
White Plains, NY 10607
Tel:  (914) 328-5010
Toll Free:  (866) 504-3746
Fax:  (914) 328-5022

Office of Supervisory Jurisdiction
Oppenheimer & Co. Inc.
750 Washington Boulevard
5th Floor
Stamford, CT 06901
Tel:  (203) 328-1160
Toll Free:  (866) 844-9565
Fax:  (203) 328-1199

Life’s Transitions at times can be overwhelming and complex. Our role is  to listen to your concerns, and recommend strategies designed to work towards achieving your financial goals and respectful of managing fees. 

Our own business is based upon family, integrity, hard work, objectivity and personal service. Feel free to set up an appointment so we may learn more about each other.




Report as of 12/17/2014

 

Meet Our Team
Donna Goldman, CFP®
Senior Director - Investments
tel: (914) 328-5010
toll free:(866) 504-3746
fax: (914) 328-5022
donna.goldman@opco.com

Howard Hirsch
Senior Director - Investments
tel: (914) 328-5010
toll free:(866) 504-3746
fax: (914) 328-5022
howard.hirsch@opco.com

Donna Goldman is licensed in the following state(s)*:
CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, PA, SC, VA, WA

Howard Hirsch is licensed in the following state(s)*:
CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, PA, SC, VA, WA


 

Oppenheimer Products & Services
• 401(k) Plans • Options
• Cash Management • Private Equity1
• Discretionary Portfolio Management • Professional Money Management
• Equity and Fixed Income Strategies • Retirement Planning Services
• Estate and Succession Planning Strategies • Rule 10b5-1 Trading Plans
• Financial Planning Services • Sales of Restricted and Control Stocks
• Insurance and Annuities • Trust Services2
• Mutual Funds • 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 of Delaware 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 of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company of Delaware 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).

Copyright © 2014 Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC