Certified by The O'Brien Group - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Sturbridge, MA 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.
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Certified by The O'Brien Group - Ameriprise Financial Services, LLC • Aug 16, 2026
The O'Brien Group - Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About The O'Brien Group - Ameriprise Financial Services, LLC
What financial services does The O'Brien Group offer?
The O'Brien Group offers services including retirement planning strategies, investments, business retirement plans, saving for education, estate planning strategies, social security retirement benefits, sustainable and responsible investing, small business support, tax planning strategies, investment management, family finances, and retirement income strategies.
Where is The O'Brien Group located?
The O'Brien Group is located at 420 Main St, Building 1, First Floor, Sturbridge, MA 01566, USA.
How can I contact The O'Brien Group?
You can contact The O'Brien Group by phone at +1 860-208-9913 or via email at patrick.obrien@ampf.com.
Does The O'Brien Group offer online appointments?
Yes, The O'Brien Group offers online appointments as well as onsite services.
Where can I find more information about the credentials of The O'Brien Group's advisors?
More information is available at FINRA's BrokerCheck website, accessible from the featured message on their profile.
What is the website to learn more about The O'Brien Group?
You can visit https://www.ameripriseadvisors.com/team/the-obrien-group/contact to learn more about The O'Brien Group and contact them.
Which restaurants are near The O'Brien Group for a meal before or after an appointment?
Nearby restaurants include Table 3 Restaurant Group III (Italian), Cedar Street Cafe, Cedar Street Grille (American and tapas), Grounding Light Yoga, and 413 On Main (cheese shop and sandwich shop).
Are there any nearby coffee shops close to The O'Brien Group?
Yes, Cedar Street Cafe near The O'Brien Group offers coffee, cafe options, and smoothie/juice bar services.
What local services near The O'Brien Group could complement a financial planning visit?
Nearby services include J Dana Design (countertop installation and home improvement), Studio 20/20 (optometrist and eyewear), Christy & Co. (makeup artistry and hair design), and Balian Family Dental Sturbridge (dentist).
What are some gift or shopping options near The O'Brien Group?
Nearby shopping options include Ye Country Mercantile (antiques, flowers, gifts), Yankee Wool Works, Village Primitives, and Yankee Candle, all offering various gifts and shopping experiences.
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Certified August 16, 2026Yext Knowledge Graph
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