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We realize your time is precious and you would prefer spending that time focused on activities other than monitoring of your investments.  The Goldenberg Group of Oppenheimer & Co., Inc.’s mission is to help provide you a way to outsource this need.

 

Our process starts by working with you to set appropriate goals and objectives.  We assess your risk tolerances through formal or informal discussions.  We then recommend a portfolio with appropriate allocations. 

 

Through regular communication we ensure your allocation is up to date and reflective of your goals and objectives as they change over time. Clarity, communication and regular updates are mainstays of The Goldenberg Group.


Oppenheimer’s many departments and individuals support and assist our efforts ensuring that our energy is focused on the success of your portfolio. 

 

Whether it’s your personal assets, a stock option sale, the company retirement plan, or corporate cash, The Goldenberg Group is positioned to assist your needs.

OPPENHEIMER PRODUCTS & SERVICES:

  • 401(k) Plans
  • 529 Plans
  • Equity and Fixed Income Strategies
  • Estate and Succession Planning Strategies
  • Exchange Traded Funds
  • Financial Planning Services
  • Insurance and Annuities
  • Mutual Funds
  • Options
  • Private Equity1
  • Professional Money Management
  • Retirement Planning Services
  • Trust Services2
  • Wealth Management Services