RESCU & OPPENHEIMER PARTNERSHIP
RESCU is pleased to announce our alliance with Oppenheimer & Co. Inc.(“Oppenheimer”) through Tripp Weller, Financial Advisor with Oppenheimer, providing you with investment and financial advisor services.
Oppenheimer is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 130 years, we have provided investors with the necessary expertise and insight to address the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.
How We Can Help You?
Wide Array of Accounts and Services, including:
- Taxable and Tax-Exempt accounts
- Educational & College Savings Accounts - (529 Plans and Coverdell Educational IRAs)
- Trusts Accounts- used for tax planning purposes and care of family members who may need assistance with disabilities via Oppenheimer Trust Company of Delaware (OTCDE).
- Retirement Income Planning Strategies
- Estate Planning and Wealth Transfer Strategies
- Retirement Planning - (Traditional IRAs, Roth IRAs, 401(k) and 403(b) accounts)
- Portfolio Review
- Small Business Retirement Services - (SIMPLE IRAs, SEP-IRAs, and 401(k)s)
- Insurance Needs Analysis
Why Should I Contact You?
Just as your own work possesses technical terms that you understand and other people may not, finance has a language that can be confusing – especially when it concerns your own money. What we offer you is a plain-talk version of financial services so that you can understand its concepts, the various types of investments and how we can help you adapt concepts and investments to your personal goals, needs and ability to cope with risk over the various phases of your life. We can assist you with an ongoing process that emphasizes not only your investments, but continuing education as we develop a relationship of trust.
Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.
Meet Our Advisor
Tripp Weller- Financial Advisor
As a Financial Advisor, Tripp Weller works with individuals who have financial goals that may range from selecting the insurance policy that’s right for them to setting up a savings strategy to prepare for retirement. Tripp focuses on addressing clients’ objectives through risk management and recommending suitable investment strategies.
Tripp holds a Bachelor of Science degree from Central Washington University with a major in Finance and a minor in Economics. He holds the General Securities Representative Registration (Series 7) and the Uniform Combined State Law Examination (Series 66). He is also licensed as an agent for life insurance in the states of Washington and Oregon.
He lives in Seattle, where he enjoys spending time with his family and volunteering for local salmon and steelhead restoration projects. One of his favorite ways to spend time is camping on the Olympic Peninsula, hiking and fly fishing.
To learn more about the services Tripp and Oppenheimer offer, or to make an appointment, contact Tripp at: Office: 206-757-3407 / 800-344-9439
Securities and Insurance products offered through Oppenheimer & Co. Inc. a registered investment adviser and broker dealer and its affiliates. Oppenheimer transacts business on all Principal Exchanges and Member SIPC. Responders Emergency Services Credit Union® is not a registered broker-dealer nor affiliated with Oppenheimer & Co. Inc.
NOT NCUA INSURED, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Oppenheimer’s U.S. Financial Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. A list of states for each Financial Advisor identified above may be found on their respective websites.