The O'Brien Group

The O'Brien Group A financial advisory practice of Ameriprise Financial Services, LLC

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Money Myth Monday“I do not make enough to invest”Building wealth is not about timing. It is about consistency.No matter ...
06/01/2026

Money Myth Monday

“I do not make enough to invest”

Building wealth is not about timing. It is about consistency.

No matter where you are starting, having a plan in place matters.

Small steps now can make a big difference over time.

Let’s start where you are. 📊

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/
(860) 821-1043

☀️ There may be some debate about when summer officially begins.Meteorological summer says June 1st.Astronomical summer ...
06/01/2026

☀️ There may be some debate about when summer officially begins.

Meteorological summer says June 1st.

Astronomical summer says June 20th.

We say if the days are longer, the grills are fired up, and everyone is dreaming about vacation, it's
summer. 😎

So we're officially kicking off summer today and we're not looking back. 🌴 ☀️

Happy Summer from The O'Brien Group!

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC

🌐 www.ameripriseadvisors.com/patrick.obrien/
📞 (860) 821-1043


☀️ 🏖️ 🌴

You do not have to start over to start fresh.Transferring your accounts is often easier than you think.No disruption.No ...
05/29/2026

You do not have to start over to start fresh.

Transferring your accounts is often easier than you think.

No disruption.
No starting from scratch.
Just a clearer plan moving forward.

Let’s make it simple. 💬

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/
(860) 821-1043

Women’s Wealth WednesdayWhat would financial independence look like for you?More flexibility.Less stress.More control ov...
05/27/2026

Women’s Wealth Wednesday

What would financial independence look like for you?

More flexibility.
Less stress.
More control over your future.

It starts with a plan.

Let’s define yours. ✨

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/
(860) 821-1043

Today we remember and honor those who made the ultimate sacrifice. Our offices and the market will be closed in observan...
05/25/2026

Today we remember and honor those who made the ultimate sacrifice.

Our offices and the market will be closed in observance of Memorial Day.

We pause in gratitude for those who gave everything.

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/
(860) 821-1043

You spring clean your house…When is the last time you cleaned up your finances?Old accounts.Unreviewed investments.Outda...
05/22/2026

You spring clean your house…
When is the last time you cleaned up your finances?

Old accounts.
Unreviewed investments.
Outdated goals.

A quick financial reset can bring clarity and confidence.

Let’s freshen things up. 🌼

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/
(860) 821-1043

Most people do not actively manage their retirement accounts.They contribute.They check in once in a while.And then… the...
05/20/2026

Most people do not actively manage their retirement accounts.

They contribute.
They check in once in a while.
And then… they leave it alone.

But over time, things change.

If no one is reviewing your plan, you could be missing opportunities without even realizing it.

Let’s take a closer look. 💬

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/
(860) 821-1043

Set it and forget it is not a strategy.Old accounts.Outdated allocations.No clear direction.As your life changes, your p...
05/18/2026

Set it and forget it is not a strategy.

Old accounts.
Outdated allocations.
No clear direction.

As your life changes, your plan should too.

Let’s make sure everything is still working the way it should. 📊

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/
(860) 821-1043

Service. Sacrifice. Planning for what comes next.Today we honor those who have served and the sacrifices made to protect...
05/16/2026

Service. Sacrifice. Planning for what comes next.

Today we honor those who have served and the sacrifices made to protect our future.

It is also a reminder that preparation matters.

A strong plan is not just about growth. It is about protecting what matters most.

Take a moment to think about what your plan protects.

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/
(860) 821-1043

Women’s Wealth WednesdayYour financial plan should evolve as your life does.Career changes.Growing families.New prioriti...
05/13/2026

Women’s Wealth Wednesday

Your financial plan should evolve as your life does.

Career changes.
Growing families.
New priorities.

A plan that worked years ago may not be the right plan today.

Let’s make sure yours is keeping up. ✨

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/
(860) 821-1043

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50 Canal Street
Putnam, CT
06260

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