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Posted on: March 6, 2019

Oppenheimer

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Oppenheimer, a leading global full-service broker and investment bank, is located right in the heart of the Central Business District of Clarksburg. Oppenheimer of Clarksburg strives to meet its client’s financial goals and aspirations through a transactional approach. The transactional approach of Oppenheimer is what sets brokers Darrell Moorhead and J.R. Frenzel apart from other financial advisors in the area.

Brokers at Oppenheimer focus on the old fashioned stock and bond investments. Customers of Oppenheimer take an active role in managing their money ultimately have the final say of where their money is invested through the transactional approach. Customers embrace the risk of investments, but each client’s risk level varies. A customer’s risk level is determined by the broker, and the customer is then guided towards the investment path that best fits their needs.

In addition to risk, the need for liquidity plays an important role in the clients’ investment habits and the ways they’ll be able to invest their money. Outside influences always play a factor in what will best fit the needs of an investor, and it’s important that both the investor and broker work hand in hand to make the best choices together to achieve the investors overall goal. Those who invest with Oppenheimer may have an end goal they are focusing on such as saving for a new car, college, a house, or they may just be trying to grow their overall wealth. Whatever the clients’ investment needs are Oppenheimer can make those achievable.

Oppenheimer is located at 339 West Main Street, Clarksburg and is open Monday-Friday 8:30a.m.-5:00p.m. Appointments can be made with an Oppenheimer broker by calling (304)623-4117 and more information is available on tlheir website.

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