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With over 70 years of combined experience, the Village Group of Oppenheimer & Co. Inc. offers clients the wisdom and experience they need and deserve. We assist families and businesses in accumulating, preserving and distributing wealth. We focus on multigenerational financial planning strategies, professional money management and retirement planning services. We adhere to a simple philosophy. First and foremost, we place our clients’ interests first.

By providing holistic financial and wealth management advice, we tailor comprehensive strategies built upon each client’s unique and long-term objectives. We integrate the advice that clients have already received by actively enlisting the collaboration of their attorneys, accounting professionals and other trusted advisors to ensure that each client receives the most fully diversified strategy available. In the long-term relationships we create with our clients, we seek to provide the highest standards of client service, comprehensive reporting and superior ongoing communication and responsiveness

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