The O'Brien Group

08/31/2026

Your family. Your future. Your community. 💙

For Tyler DeWaele, building a career locally also means being part of what comes next for the community around him. Supporting local families, students, athletes and organizations is one of the ways The O’Brien Group is proud to stay connected to the people we serve.

The O'Brien Group
📍 Putnam, CT | Granby, CT | Sturbridge, MA
📱 (860) 821-1043

The O'Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/

08/30/2026

Who is investing in your community? 💙

For Matthew J. Sondrini, being part of the local community means showing up for more than the workday. It means supporting the schools, organizations, programs and people that help make this a great place to live, work and raise a family.

That local connection is something we’re proud to be part of at The O’Brien Group.

📞 The O'Brien Group
📍 Putnam, CT | Granby, CT | Sturbridge, MA
📱 (860) 821-1043

The O'Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/

08/28/2026

Investing in more than financial futures. 💙

For Scott Stimson, supporting the future means looking beyond financial goals and recognizing the people, programs and organizations that help our community grow stronger for generations to come.

We’re proud to be part of a team that believes community matters.

📞 The O'Brien Group
📍 Putnam, CT | Granby, CT | Sturbridge, MA
📱 (860) 821-1043

The O'Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/

08/24/2026

Wishing students, teachers, staff and families a great start to the new school year! 📚✏️🍎

Here’s to new opportunities, new goals and a year filled with learning, growth and plenty of reasons to be proud. Best wishes for a safe and successful school year from all of us at The O’Brien Group!

Patrick O'Brien, CRPC®️, CMFA®️
📍 Putnam, CT | Granby, CT | Sturbridge, MA
📱 (860) 821-1043
The O'Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/

08/24/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Patrick O'Brien, CRPC®️, CMFA®️
📍 Putnam, CT | Granby, CT | Sturbridge, MA
📱 (860) 821-1043
The O'Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/

Learn what this law’s key tax provisions could mean for your finances.

08/22/2026

For Patrick O’Brien, being a financial advisor and being part of the community go hand in hand. 💙

Having grown up here and raised his family here, Patrick understands how important it is to support the people, programs and opportunities that help our community thrive.

Financial guidance can have a local impact too.

📞 Patrick O'Brien, CRPC®️, CMFA®️
📍 Putnam, CT | Granby, CT | Sturbridge, MA
📱 (860) 821-1043

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/

08/19/2026

A special recognition for Patrick O’Brien! 👏

Patrick was honored with the opportunity to attend the 2026 Ameriprise ICONIC National Conference in Denver, bringing together leading Ameriprise financial advisors from across the country for recognition, learning and connection.

We’re proud to see Patrick and The O’Brien Group represented on a national stage and continuing to bring that experience and perspective back to the clients and community we serve. ⭐

📞 Patrick O'Brien, CRPC®️, CMFA®️
📍 Putnam, CT | Granby, CT | Sturbridge, MA
📱 (860) 821-1043

The O'Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/

08/18/2026

We’re proud to support the Henry Breault Medal of Honor Recipient Golf Tournament and the Mayotte-Viens American Legion Post #13 in Putnam. 🇺🇸 ⛳

Supporting our local veterans and the organizations that continue to honor their service is one more way The O’Brien Group is proud to invest in the community we call home.

📞 Patrick O'Brien, CRPC®️, CMFA®️
📍 Putnam, CT | Granby, CT | Sturbridge, MA
📱 (860) 821-1043

The O’Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/

08/17/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

Patrick O'Brien, CRPC®️, CMFA®️
📍 Putnam, CT | Granby, CT | Sturbridge, MA
📱 (860) 821-1043
The O'Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/patrick.obrien/

3 factors driving U.S. stocks higher.

08/15/2026

Owning a business comes with unique opportunities and unique retirement planning considerations.

Whether you're focused on building long term wealth, planning for a future transition, or making the most of your retirement savings, having a strategy that reflects your goals as a business owner is important.

The O'Brien Group works with business owners to help navigate retirement planning, succession considerations, and the financial decisions that come with owning a business.

Let's start the conversation.

The O'Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC
🌐 www.ameripriseadvisors.com/patrick.obrien/
Putnam, CT | Granby, CT | Sturbridge, MA
📞 (860) 821-1043