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

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Profile of Patrick O'Brien, Financial Advisor at Ameriprise Financial Services, LLC

\n\nPatrick O'Brien stands out as a dedicated financial advisor operating within the reputable financial services framework of Ameriprise Financial Services, LLC. His professional engagement focuses on guiding clients towards achieving their long-term financial aspirations through meticulously crafted financial plans and prudent investment strategies. Located in the heart of Putnam, Connecticut, Patrick's practice provides accessible financial guidance to the local community and potentially clients from broader geographical areas, offering personalized financial solutions tailored to individual circumstances and objectives.\n\n

Location and Accessibility: Putting Convenience First

\n\nFor clients seeking face-to-face interaction, Patrick O'Brien's physical office is situated at 50 Canal St, Putnam, CT 06260, within the United States. This strategic location places him within reach of a significant portion of the Putnam area residents, fostering a sense of community connection and personalized service. Ameriprise Financial Services, LLC, as a well-established financial advisory firm, understands the importance of physical accessibility, ensuring that clients with diverse mobility needs can attend appointments without hindrance. The office premises are thoughtfully equipped with features designed to accommodate all visitors, including a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet facilities. These considerations demonstrate a commitment to inclusivity and ensuring that financial advice remains accessible to everyone.\n\n

Online Appointments and Modern Service Delivery

\n\nPatrick O'Brien embraces the integration of technology to enhance client convenience. His practice actively promotes online appointment scheduling, providing clients with the flexibility to book meetings according to their personal schedules, often eliminating the need for lengthy phone calls or navigating complex websites. This feature is particularly valuable for individuals seeking efficient interactions and busy professionals who appreciate streamlined processes. Complementing this, the availability of on-site services caters to clients who prefer, or require, traditional in-person consultations for discussions of a more sensitive or complex nature.\n\n

Areas of Expertise: Financial Planning, Consulting, and Investment Services

\n\nAt his core, Patrick O'Brien identifies as a financial planner and financial consultant, roles that inherently involve a deep understanding of individual financial situations, goal setting, risk assessment, and the development of actionable strategies to meet those goals. His expertise extends into the crucial sphere of investment services, encompassing the selection and management of investment portfolios aligned with clients' risk profiles, time horizons, and return expectations. This multifaceted skill set allows him to provide holistic financial guidance, addressing not only investment choices but also broader aspects of personal financial health, including retirement planning, estate considerations, and insurance needs.\n\n

Digital Presence and Client Feedback

\n\nIn the contemporary financial advisory landscape, a robust online presence is paramount for transparency and accessibility. Patrick O'Brien maintains a dedicated professional profile under the Ameriprise umbrella, accessible via the URL: https://www.ameripriseadvisors.com/Patrick.OBrien/. This digital resource serves as a repository for additional information regarding his experience, approach, and potentially downloadable resources, allowing prospective clients to conduct preliminary research before establishing direct contact. Furthermore, transparency regarding client experiences is fostered through the availability of feedback. It is noted that this practice maintains a significant online footprint through Google My Business, accumulating 14 client reviews, which translates to a healthy level of community engagement and oversight. Notably, these reviews reflect consistently high satisfaction, evidenced by an average rating of 5/5 stars, indicating a strong track record of delivering quality financial advice and service.\n\n

Why Consider Patrick O'Brien Financial Advisor

\n\nIndividuals seeking financial guidance should consider Patrick O'Brien's comprehensive offerings. His blend of traditional on-site consulting and modern online scheduling caters to diverse preferences, while his affiliation with Ameriprise Financial Services, LLC, assures clients they are dealing with a member of a large, established, and regulated financial advisory network. This affiliation often brings advantages in terms of access to a wider array of investment options, sophisticated planning tools, and a robust compliance framework. Moreover, the emphasis placed on accessibility features demonstrates a client-centric philosophy that values the comfort and ease of all individuals seeking financial advice. For those specifically interested in navigating retirement income strategies, wealth preservation, or simply seeking clarity amidst market complexities, Patrick's expertise in financial planning and investment services positions him as a valuable resource.\n\n

Understanding Financial Advisory Services

\n\nFinancial advisors like Patrick O'Brien play a crucial role in helping individuals manage their money effectively. They typically offer services that include:\n\n

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• Financial Planning: Creating a comprehensive roadmap for clients' financial future, covering budgeting, saving, investing, retirement, and risk management.

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• Investment Management: Selecting and overseeing investment portfolios tailored to individual goals, risk tolerance, and time frames.

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• Advisory Consultations: Providing ongoing guidance and adjusting strategies as life circumstances or market conditions change.

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The Value of Professional Financial Advice

\n\nEngaging a professional financial advisor offers numerous benefits. It provides access to specialized knowledge and expertise that might be beyond the scope of an individual's own understanding. Advisors can help clients make more informed decisions, often avoiding costly mistakes. Furthermore, they offer objective perspectives, helping clients resist emotional decisions driven by short-term market fluctuations. Professional advice can lead to better long-term outcomes, particularly concerning retirement readiness, tax efficiency, and estate planning.\n\n

Contact Information and Getting Started

\n\nTo learn more about Patrick O'Brien and his services, or to schedule a consultation, potential clients can utilize the provided contact methods. The dedicated website link offers a gateway to further information. For immediate appointment inquiries or to check availability, contacting the office directly using the provided telephone number, 8608211043, is recommended. Alternatively, leveraging the online appointment feature mentioned is a convenient option. Before the initial meeting, individuals are encouraged to review Patrick's background and approach, perhaps through the Ameriprise website or the Google My Business reviews, to ensure a good fit between the advisor's style and the client's financial needs and values.\n\n

Conclusion: A Professional Approach to Personal Financial Goals

\n\nPatrick O'Brien, operating as a Financial Advisor and Financial Planner within Ameriprise Financial Services, LLC, presents a professional and client-focused approach. His services span crucial areas including financial planning and investment advisory, delivered through both online and traditional in-person channels. Located in Putnam, Connecticut, his practice is equipped to serve clients conveniently and inclusively, reflecting a commitment to accessibility. The positive client feedback and high average rating further underscore the effectiveness and client-centric nature of his advisory services. For individuals seeking reliable, comprehensive, and accessible financial guidance in the Putnam area or beyond, Patrick O'Brien represents a knowledgeable and approachable resource committed to helping clients navigate their financial journey successfully.",
"summary": "A highly-rated financial advisor offering personalized financial planning and investment services within a wheelchair-accessible office.",
"keywords": ["Financial Advisor", "Financial Planner", "Investment Services", "Ameriprise Financial", "Financial Planning", "Wealth Management", "Personal Finance", "Retirement Planning"],
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