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“Put simply, this merger is a way to provide an improved level of service to clients, an opportunity to partner with an exceptional group of advisors and operational staff, and room for new recruiting opportunities in the region. the capital, ”said Reinemann. “My customers are very important to me and growing my business is a way to serve them more. Chuck Reinemann opened Reinemann Financial in Clifton Park in 2012 and is affiliated with the Wells Fargo Advisors Financial Network. Oxford Harriman and Company is an investment and wealth planning firm with offices in Florida, Detroit, Ohio, New Jersey and New York.

Dennis Barba, president of Oxford Harriman and Company, said the Saratoga County office has helped deepen the company’s footprint in the eastern United States.

Reinemann, who has 30 years of experience, will serve as Managing Director and Executive Vice President of the combined company and will join the management and investment policy committees of Oxford and Harriman as part of the deal, according to a press release.

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  • Clifton Park Financial Firm merges with Oxford Harriman and Company
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