Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Avon, CT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
The OakBridge Group - Ameriprise Financial Services, LLC
2 Mountain View Ave, Avon, CT
06001, United States
Frequently Asked Questions About The OakBridge Group - Ameriprise Financial Services, LLC
What services does The OakBridge Group offer?
The OakBridge Group offers a range of financial services including retirement planning, wealth preservation, investment management, saving for education, tax planning, social security retirement benefits, intergenerational planning, charitable giving, and estate planning strategies.
Where is The OakBridge Group located?
The OakBridge Group is located at 2 Mountain View Ave, Avon, CT, 06001, USA.
How can I contact The OakBridge Group?
You can contact The OakBridge Group by phone at +1 860-470-0007 or email jason.j.warnke@ampf.com.
Does The OakBridge Group provide online appointment options?
Yes, The OakBridge Group offers online appointments to accommodate clients remotely.
Is The OakBridge Group accessible for individuals with disabilities?
Yes, The OakBridge Group has wheelchair accessible entrances, seating, and restrooms to accommodate individuals with disabilities.
Is The OakBridge Group welcoming to LGBTQ clients?
Yes, The OakBridge Group welcomes LGBTQ clients and is recognized as a transgender safe space.
Which nearby dining options can I visit after my financial consultation at The OakBridge Group?
You can visit nearby dining spots such as Pho Go, a Pan Asian restaurant, or Bruegger's Bagels for a bakery and sandwich shop experience.
Are there nearby real estate agents near The OakBridge Group for clients interested in property services?
Yes, there are several nearby real estate agents including Scott Glenney - William Pitt Sotheby's International Realty, Svetlana Chkolnik Realtor, and Cathy McCahill Sells CT.
Can I find other financial services near The OakBridge Group?
Yes, nearby financial services include Jason Warnke - Ameriprise Financial Services, LLC and Thomas Turon, both offering financial advising and investment services.
Where can I find printing and packing services close to The OakBridge Group?
The UPS Store 0683, offering printing, packing supplies, and freight services, is located near The OakBridge Group.