Business Details
About
Financial PlanningFinancial Consultant
At The O'Brien Group, a financial 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 Putnam, 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
Location
The O'Brien Group - Ameriprise Financial Services, LLC
50 Canal St, Putnam, CT
06260, United States
Hours
Frequently Asked Questions About The O'Brien Group - Ameriprise Financial Services, LLC
What services does The O'Brien Group - Ameriprise Financial Services, LLC offer?
They offer financial planning and advisory services including retirement planning, investments, business retirement plans, estate planning, tax planning, and more.
Where is The O'Brien Group located?
The O'Brien Group is located at 50 Canal St, Putnam, CT 06260, USA.
What are the business hours of The O'Brien Group?
They are open Monday through Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
How can I contact The O'Brien Group for a consultation?
You can call them at +1 860-821-1043 or email Patrick.OBrien@ampf.com. Online appointment reservations are also available through their website.
Does The O'Brien Group offer online and onsite financial advisory services?
Yes, they offer both online appointments and onsite services.
Where can I find more information about The O'Brien Group online?
More information is available on their website at https://www.ameripriseadvisors.com/team/the-obrien-group/ and their LinkedIn page.
Are there any nearby banks or mortgage lenders near The O'Brien Group to assist with related financial services?
Yes, nearby financial institutions include Centreville Bank, Linda Brule (mortgage lender), and Eileen J. Piotroski (bank credit union), which can be helpful for complementary banking and mortgage needs.
What dining options are available near The O'Brien Group for clients visiting the area?
Nearby dining options include The Hare & The Hound (Irish restaurant and pub), Someplace Special (Italian restaurant), The Brick Wall Eatery (pizza and food truck), Blackstone Putnam (American restaurant and bar), and The Crossings Restaurant & Brew Pub.
Are there any local attractions or recreational spots near The O'Brien Group?
Yes, Roseland Lake park offers recreational opportunities nearby, and Putnam Peddler’s Market provides arts and entertainment experiences in the area.
How can nearby transportation options help me reach The O'Brien Group easily?
The Putnam Railroad Station is close by, providing convenient train transport for clients traveling to The O'Brien Group.