2 Mountain View Ave, Avon, Connecticut, 06001
(860) 470-0007
More info available at FINRA's BrokerCheck website
Finance & Insurance > Financial Planning & Investments
At The OakBridge Group, a private wealth 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 Avon, 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.
Twitter: @OakBridgeAMP
Facebook: https://www.facebook.com/theoakbridgegroup
Instagram: https://www.instagram.com/ameriprise
Specialties: Retirement Planning Strategies, Wealth Preservation Strategies, Investment Management, Saving for Education, Tax Planning Strategies, Investments, Retirement Income Strategies, Social Security Retirement Benefits, Intergenerational Planning, Charitable Giving, Estate Planning Strategies
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