Retirement Services

Contact Information

Jeremy Deleski
Managing Director – Retirement Services
Phone: (212) 667-4462

Oppenheimer & Co. Inc.
85 Broad Street
New York, NY 10004

Oppenheimer works with individuals and employers to establish and maintain appropriate retirement savings plans.  We provide all types of Individual Retirement Accounts (IRAs), as well as qualified and non-qualified retirement plans.  For individuals, we consult regarding the advisability of IRA contributions, Roth conversions, and retirement income planning.  For employers and plan sponsors, we work to design a plan and investments that will help meet the needs of both the plan sponsor and plan participants.

For further detail regarding the retirement services that Oppenheimer provides, please select the option below that corresponds to your area of interest.

Individual Investor Retirement Savings Accounts
Establishing a Retirement Plan
Retirement Plan Consulting Services
Taft-Hartley Funds

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