Patrick O'Brien - Financial Advisor, Ameriprise Financial Services, LLC - Putnam, Connecticut

Patrick O’Brien – Your Trusted Financial Advisor

For individuals and families seeking comprehensive financial planning and investment solutions, Patrick O’Brien of Ameriprise Financial Services, LLC, presents a dependable and experienced resource. Located at 50 Canal St, Putnam, CT 06260, United States, Mr. O’Brien offers personalized guidance to help clients achieve their long-term financial goals. His commitment to client satisfaction is reflected in the consistently positive feedback he receives, averaging a remarkable 5/5 rating on Google My Business.

About Patrick O’Brien

Patrick O’Brien is a seasoned financial consultant and financial planner with a proven track record of assisting clients through various stages of life. He leverages his extensive knowledge and expertise within Ameriprise to craft tailored strategies addressing retirement planning, investment management, education funding, estate planning, and insurance needs. Mr. O’Brien’s approach is rooted in a deep understanding of his clients’ individual circumstances and objectives, fostering a collaborative and transparent relationship.

Specialties and Services

Mr. O’Brien’s core competencies center around:

• Investment Services: He provides a wide array of investment options, including stocks, bonds, mutual funds, and ETFs, carefully selected to align with client risk tolerance and investment horizons.
• Retirement Planning: A cornerstone of Mr. O’Brien’s practice is assisting clients in developing robust retirement plans, considering factors such as income needs, Social Security benefits, and market conditions.
• Financial Planning: He offers comprehensive financial planning services, encompassing budgeting, cash flow management, debt reduction, and goal setting.
• Education Funding: Mr. O’Brien assists families in planning and saving for their children’s education expenses, exploring options like 529 plans and other investment vehicles.
• Estate Planning: Recognizing the importance of preserving assets and ensuring a smooth transfer of wealth, he provides guidance on estate planning strategies.

Location and Accessibility

The office is conveniently located at 50 Canal St, Putnam, CT 06260. Clients appreciate the office’s accessibility, featuring a wheelchair-accessible entrance and wheelchair-accessible toilet, demonstrating a commitment to inclusivity. A wheelchair-accessible car park is also available. Appointments are recommended to ensure dedicated attention and personalized service. Clients can easily schedule appointments online through the Ameriprise platform or by contacting Mr. O’Brien directly.

Client Feedback and Reputation

The positive opinions on Google My Business highlight the value clients place on Mr. O’Brien’s services. With a consistent average opinion of 5/5, clients frequently commend his professionalism, knowledge, and dedication to their financial well-being. Here's a summary of recurring themes from the reviews:

Clients consistently emphasize the importance of Mr. O’Brien’s ability to listen attentively, understand their unique needs, and provide clear, actionable advice. His commitment to building long-term relationships based on trust and mutual respect is a key factor in his success. The website, ameripriseadvisors.com, offers further details about his services and background.

Convenient Scheduling and Services

Mr. O’Brien understands the demands of modern life and offers various options for clients to connect. Online appointments are readily available, providing flexibility and convenience. In-person on-site services are also available for those who prefer a face-to-face discussion. It’s generally recommended to schedule an appointment to maximize the value of the consultation and ensure personalized attention. The office provides a comfortable and professional environment for these discussions.

Contact Information

To learn more about Patrick O’Brien’s services or to schedule an appointment, please contact him directly at 8608211043 or visit his website: ameripriseadvisors.com. He is dedicated to helping clients navigate the complexities of the financial landscape and achieve their financial dreams.

",
"summary": "Patrick O’Brien is a trusted financial advisor at Ameriprise Financial Services, LLC, offering personalized financial planning and investment services with a 5/5 average client rating and a commitment to accessibility and client satisfaction.",
"keywords": ["financial planning", "investment management", "retirement planning", "financial advisor", "wealth management"],
"word_count": 997,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}