Joel Breiter Oppenheimer & Co. Inc.

With 29 years of experience in the financial service industry, Joel Breiter who joined Oppenheimer & Co. Inc. from UBS Financial Services, focuses his investment practice on comprehensive wealth management services. From his Westhampton Beach office, he works with a select group of high and ultra-high net worth clients, small business owners and corporate executives. He emphasizes long term investing and makes use of retirement, insurance, wealth transfer and estate planning strategies. Joel and his team collaborate with their clients and their trusted advisors to create comprehensive financial strategy and monitor them over the long term. Nothing gives Joel greater satisfaction than helping his clients work toward their investment goals.

address: 11A Sunset Avenue, Westhampton Beach, NY 11978

phone: 631-288-7130    

email: Email