Oppenheimer & Co. Inc. – Matthew Costa is a financial consultant based at the Mid-Hudson Valley branch of Oppenheimer, a nationally recognized wealth management and investment banking firm. With a focus on personalized financial guidance, Matthew Costa provides tailored investment strategies to help clients achieve long-term financial goals such as retirement planning, education funding, estate strategies, and wealth preservation. As part of Oppenheimer’s extensive national network, he brings access to a robust portfolio of financial products, research capabilities, and institutional resources while offering the personal attention typical of a trusted local advisor.

With a commitment to integrity and long-term client relationships, Matthew Costa works with individuals, families, and small business owners to build financial plans that are both flexible and strategic. His services are supported by Oppenheimer’s strong reputation in the financial services industry, steeped in over 130 years of experience. The firm upholds a client-first philosophy, providing unbiased advice aligned with each client’s unique financial objectives and risk profile. Whether clients are starting to invest for the first time or are seasoned investors looking to optimize their portfolio, Matthew Costa delivers responsive, knowledgeable support. He also actively works to stay current with market trends and changes in financial regulation to better serve client needs.

Website: http://www.oppenheimer.com/advisor/ny/fishkill/mid-hudson-valley-branch/matthew-costa.aspx

Key Services:

– Personalized financial planning and investment advice
– Retirement planning strategies
– Wealth management and preservation
– Portfolio design and asset allocation
– Education funding strategies
– Estate and legacy planning
– Tax-efficient investment guidance
– Risk management and insurance solutions
– Business succession planning
– Access to Oppenheimer’s research and market insights