Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Putnam, CT area, Patrick O'Brien will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Patrick O'Brien - Financial Advisor, Ameriprise Financial Services, LLC
50 Canal St, Putnam, CT
06260, United States
Hours
Frequently Asked Questions About Patrick O'Brien - Financial Advisor, Ameriprise Financial Services, LLC
Who is Patrick O'Brien and what services does he offer?
Patrick O'Brien is a financial advisor with Ameriprise Financial Services, LLC in Putnam, CT, specializing in retirement planning, investments, tax strategies, estate planning, and more.
What are the office hours for Patrick O'Brien's financial advisory services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Patrick O'Brien for a consultation or appointment?
You can contact Patrick O'Brien via phone at +1 860-820-89913 or email at Patrick.OBrien@ampf.com. Appointments can also be booked online through his contact page.
Does Patrick O'Brien offer online or onsite financial advising services?
Yes, Patrick O'Brien offers both online appointments and onsite services for financial advising.
Where is Patrick O'Brien's office located?
His office is located at 50 Canal St, Putnam, Connecticut, 06260, USA.
What nearby banks or mortgage lenders are close to Patrick O'Brien's office?
Nearby financial institutions include Centreville Bank, Linda Brule (a mortgage lender and broker), and Eileen J. Piotroski, all located near Patrick O'Brien's office.
Are there any local restaurants near Patrick O'Brien's office where clients can dine before or after meetings?
Yes, local dining options include The Hare & The Hound, Someplace Special (Italian restaurant), Blackstone Putnam, The Crossings Restaurant & Brew Pub, and The Brick Wall Eatery (pizza restaurant).
What recreational places are near Patrick O'Brien's office for relaxation or wellness?
Nearby recreational venues include WW101.fit (gym and yoga studio) and Roseland Lake, a local park perfect for relaxation.
Can clients visit other related professional services near Patrick O'Brien's office?
Yes, clients can find related services such as Gerardi Insurance Services, Nationwide Mutual Insurance Company, and real estate agents like Dennis Golden and Chabot and Associates near the office.
Where can I find more professional information about Patrick O'Brien?
More professional information is available on Patrick O'Brien's LinkedIn profile and his Ameriprise advisor webpage.