Joseph Notarfrancesco


Joe has extensive experience serving both institutional and private clients. He offers a broad range of services, including institutional retirement consulting, executive compensation strategies, and sophisticated private wealth management for high-net-worth individuals. His practice is built on three pillars: helping to protect what clients have earned, simplifying their financial lives, and creating strategies for long-term growth.
His approach begins with understanding each client's unique goals and priorities. Joe works closely with clients existing professionals, including attorneys, accountants, and other advisors, to help ensure every aspect of their financial life is integrated and strategically aligned.
Outside the office, Joe enjoys time with his wife and daughters. He can also be found on the golf course, doing his best to stay out of the sand.
2011
2-4 Employees
Oppenheimer
Oppenheimer
1
Morgan Staney June 2011-August 2025
Oppenheimer - August 2025-Present
Individual Investors, Businesses
Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life
Options & Futures, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks
Your Office, Email, Phone, Your Home, Our Office, Video Conference, Our Offices
Fee-Based
Based on Assets
1%
$90,000,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.wiseradvisor.com/disclosure/1893213/wiseradvisor-oppenheimer-detailed-disclosure.html
https://www.oppenheimer.com/legal
