Business Details
About
Financial PlanningFinancial 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 Sturbridge, MA 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
420 Main St, Sturbridge, MA
01566, United States
Frequently Asked Questions About Patrick O'Brien - Financial Advisor, Ameriprise Financial Services, LLC
Who is Patrick O'Brien and what services does he provide?
Patrick O'Brien is a financial advisor at Ameriprise Financial Services, LLC in Sturbridge, MA, offering financial planning, investment management, retirement planning, tax planning, and estate planning services.
Where is Patrick O'Brien - Financial Advisor located?
The office is located at 420 Main St, Sturbridge, MA 01566, USA.
How can I contact Patrick O'Brien for a financial consultation?
You can contact Patrick O'Brien by phone at +1 860-821-1043 or via email at Patrick.OBrien@ampf.com.
Does Patrick O'Brien offer online or onsite financial advisory services?
Yes, Patrick O'Brien offers both online appointments and onsite services for financial advising.
What are some specialties of Patrick O'Brien's financial advising?
Specialties include retirement planning strategies, investment management, business retirement plans, saving for education, estate planning, tax planning strategies, and sustainable investing among others.
How can I schedule an appointment with Patrick O'Brien?
Appointments can be scheduled through the online reservation link at https://www.ameripriseadvisors.com/Patrick.OBrien/contact.
What nearby dining options are there around Patrick O'Brien's office?
Nearby dining options include Table 3 Restaurant Group III (Italian restaurant), Cedar Street Cafe (cafe and coffee shop), Cedar Street Grille (American restaurant and tapas bar), and 413 On Main (cheese shop and sandwich shop).
Are there any event venues close to Patrick O'Brien's office?
Yes, The Barn at Wight Farm, also listed as barn at wight farm, is a nearby event and concert venue that clients may visit before or after their financial appointments.
What local retail shops and services can customers visit near the office?
Nearby retail and service locations include Yankee Candle (shopping and gifts), Vintage and Swoon (clothing and furniture store), and The Bird Store and More (pet store and nursery).
Are there medical or dental services nearby for families visiting Patrick O'Brien?
Yes, Balian Family Dental and Sturbridge Children's Dentistry are nearby dental offices, and Sturbridge Veterinary Hospital is available for pet care.