Oppenheim Family Capital

Oppenheim Family Capital Financial planner in

Oppenheim Family Capital is a reputable financial planning firm known for providing comprehensive financial services to individuals and families in the Los Angeles area. They are open every day of the week from 8 AM to 8 PM, making it convenient for clients to schedule appointments around their busy lives. With their dedication to personalized financial strategies, Oppenheim Family Capital has received positive feedback from clients, highlighting their expertise and commitment to achieving financial goals.

Services Offered

• Comprehensive Financial Planning
• Investment Management
• Retirement Planning
• Estate Planning
• Tax Planning
• Insurance Services

Cost Range

The cost for financial planning services can vary depending on the complexity of the client's financial situation and the services required. Generally, fees can range from a percentage of assets under management to fixed fees for specific planning services. It is recommended to contact Oppenheim Family Capital directly for a customized quote.

Local Tips

• Consider scheduling an initial consultation to discuss your financial goals and how Oppenheim Family Capital can help you achieve them.
• Take advantage of their weekend hours if weekdays are too busy for you.
• Ask about any complimentary workshops or seminars they may offer to gain additional insights into financial planning.

FAQs

What should I bring to my first appointment?

It is helpful to bring any relevant financial documents, including recent tax returns, investment statements, and details of any existing insurance policies.

Do they offer virtual consultations?

Yes, Oppenheim Family Capital offers virtual consultations for clients who prefer or require remote meetings.

Is there a minimum asset requirement for clients?

Oppenheim Family Capital does not have a strict minimum asset requirement, but they recommend discussing your specific needs and circumstances during the initial consultation.

Monday: 8AM-8PM | Tuesday: 8AM-8PM | Wednesday: 8AM-8PM | Thursday: 8AM-8PM | Friday: 8AM-8PM | Saturday: 8AM-8PM | Sunday: 8AM-8PM
America/Los_Angeles time zone
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