The O'Brien Group - Ameriprise Financial Services, LLC
-
50 Canal St
Putnam, Connecticut 06260 - (860) 208-9913
- Website
Hours
Chamber Rating
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Jill B
Pat answered his phone on the first ring!! I explained I needed a little advice and help and he saw me the next morning! He was super helpful and is very responsive. I look forward to working with him!
Dec 31st, 2022 -
Christina Cook
Pat took the time to explain my options to me when I was looking for cash to make repairs to my home. His advice will potentially save me tens of thousands of dollars. I highly recommend his service!
Nov 15th, 2022 -
Sue Longone
During these times of uncertainty in the market, you want someone like Pat O'Brien in your corner. He takes time to get to know his clients individually so he can tailor your investment plan based on investment goals and willingness to tolerate risk.
Sep 24th, 2021 -
Andrew
Patrick has been great to work with it. My wife and I are in our mid 30s and we're smart people but we're not the most financially savvy. Patrick has helped us develop a nice little nest egg and he's always available and a pleasure to work with. Great guy, I highly recommend him.
Jul 11th, 2021 -
Amanda Banfill
Patrick is an amazing financial advisor! His clients are extremely satisfied with how he handles their finances, helping them secure their future and grow their assets! Definitely recommend him!
Jul 2nd, 2021
About
The O'Brien Group - Ameriprise Financial Services, LLC
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.
Contact Info
- (860) 208-9913
- [email protected]
- Website
Specialities
- Retirement Planning Strategies
- Investments
- Business Retirement Plans
- Saving for Education
- Estate Planning Strategies
- Social Security Retirement Benefits
- Sustainable and Responsible Investing
- Small Business
- Tax Planning Strategies
- Investment Management
- Family Finances
- Retirement Income Strategies
Questions & Answers
Q What is the phone number for The O'Brien Group - Ameriprise Financial Services, LLC?
A The phone number for The O'Brien Group - Ameriprise Financial Services, LLC is: (860) 208-9913.
Q Where is The O'Brien Group - Ameriprise Financial Services, LLC located?
A The O'Brien Group - Ameriprise Financial Services, LLC is located at 50 Canal St, Putnam, Connecticut 06260
Q What is the internet address for The O'Brien Group - Ameriprise Financial Services, LLC?
A The website (URL) for The O'Brien Group - Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/team/the-obrien-group/
Q What days are The O'Brien Group - Ameriprise Financial Services, LLC open?
A The O'Brien Group - Ameriprise Financial Services, LLC is open:
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Q How is The O'Brien Group - Ameriprise Financial Services, LLC rated?
A The O'Brien Group - Ameriprise Financial Services, LLC has a 5.0 Star Rating from 11 reviewers.
Hours
Ratings and Reviews
The O'Brien Group - Ameriprise Financial Services, LLC
Overall Rating
Overall Rating
( 11 Reviews )Jill B on Google
Pat answered his phone on the first ring!! I explained I needed a little advice and help and he saw me the next morning! He was super helpful and is very responsive. I look forward to working with him!
Christina Cook on Google
Pat took the time to explain my options to me when I was looking for cash to make repairs to my home. His advice will potentially save me tens of thousands of dollars. I highly recommend his service!
Sue Longone on Google
During these times of uncertainty in the market, you want someone like Pat O'Brien in your corner. He takes time to get to know his clients individually so he can tailor your investment plan based on investment goals and willingness to tolerate risk.
Andrew on Google
Patrick has been great to work with it. My wife and I are in our mid 30s and we're smart people but we're not the most financially savvy. Patrick has helped us develop a nice little nest egg and he's always available and a pleasure to work with. Great guy, I highly recommend him.
Amanda Banfill on Google
Patrick is an amazing financial advisor! His clients are extremely satisfied with how he handles their finances, helping them secure their future and grow their assets! Definitely recommend him!
Overall Rating
Overall Rating
( 11 Reviews )Write a Review
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