The O'Brien Group

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

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You don’t necessarily need a new goal. You may need a better plan.October is Financial Planning Month, a good time to lo...
10/16/2026

You don’t necessarily need a new goal. You may need a better plan.

October is Financial Planning Month, a good time to look at the goals you already have and ask whether your current strategy is still helping you move toward them.

Life changes. Priorities change. A thoughtful financial plan should be reviewed along the way so it continues to reflect what matters most to you.

The O’Brien Group
đź“Ť Putnam, CT | Sturbridge, MA | Granby, CT
📱 (860) 821-1043

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


âš˝ We're kicking off National Financial Planning Month!Just like on the soccer field, reaching your goals takes preparati...
10/14/2026

âš˝ We're kicking off National Financial Planning Month!

Just like on the soccer field, reaching your goals takes preparation, strategy and the right team by your side.

Whether you're planning for retirement, saving for your family's future or looking to make the most of your investments, The O'Brien Group is here to help you develop a financial game plan.

October is a great time to get the conversation started. Give our team a call!

The O’Brien Group
đź“Ť Putnam, CT | Sturbridge, MA | Granby, CT
📱 (860) 821-1043

The O'Brien Group. A financial advisory practice of Ameriprise Financial Services, LLC www.obrien-group.com

A financial plan isn’t just about where you want to go. It’s also about making sure the people you care about have clari...
10/13/2026

A financial plan isn’t just about where you want to go. It’s also about making sure the people you care about have clarity if the unexpected happens.

Would your family know who to contact, where important documents are kept, what accounts or policies exist, and what your wishes are?

Taking time to organize these details can be an important part of a broader financial planning conversation.

The O’Brien Group
đź“Ť Putnam, CT | Sturbridge, MA | Granby, CT
📱 (860) 821-1043

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

Another great month of the Centaur Scoop! 🎙️This past month, The O’Brien Group was proud to sponsor segments featuring t...
10/11/2026

Another great month of the Centaur Scoop! 🎙️

This past month, The O’Brien Group was proud to sponsor segments featuring the Woodstock Academy boys soccer, girls cross country and football teams on WINY Radio.

We’re always glad to support opportunities that highlight local student athletes and give them a chance to share more about their seasons, their teams and their experiences representing Woodstock Academy.

Tune in Tuesday mornings on WINY Radio 1350 AM for the next Centaur Scoop!

The O’Brien Group
đź“Ť Putnam, CT | Sturbridge, MA | Granby, CT
📱 (860) 821-1043

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

What are your financial goals really about?For many people, the answer isn’t simply a number. It’s having more time with...
10/10/2026

What are your financial goals really about?

For many people, the answer isn’t simply a number. It’s having more time with family, helping your children, traveling, retiring comfortably, or creating something meaningful to leave behind.

A financial plan can help connect the decisions you make today with the life you want to build for tomorrow.

The O’Brien Group
đź“Ť Putnam, CT | Sturbridge, MA | Granby, CT
📱 (860) 821-1043

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


October is Cybersecurity Awareness Month, a good reminder that protecting your financial life goes beyond creating a str...
10/08/2026

October is Cybersecurity Awareness Month, a good reminder that protecting your financial life goes beyond creating a strong password.

Be cautious with unexpected emails and texts, avoid clicking unfamiliar links, use multifactor authentication when available, and take a moment to verify requests involving money or personal information before responding.

A few extra seconds of caution can go a long way toward protecting what you have worked hard to build.

The O’Brien Group
đź“Ť Putnam, CT | Sturbridge, MA | Granby, CT
📱 (860) 821-1043

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

Markets change. Headlines change. Your long term financial strategy should stay focused on what matters most to you.A th...
10/05/2026

Markets change. Headlines change. Your long term financial strategy should stay focused on what matters most to you.

A thoughtful plan can help bring perspective when the news feels noisy, keeping decisions connected to your goals rather than the latest headline.

The O’Brien Group
đź“Ť Putnam, CT | Sturbridge, MA | Granby, CT
📱 (860) 821-1043

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

Before your kids head out on their own, there are a few money conversations worth having. 💬💙Talking about credit, debt, ...
09/29/2026

Before your kids head out on their own, there are a few money conversations worth having. 💬💙

Talking about credit, debt, saving, investing and budgeting can help young adults build confidence before they are making those decisions on their own. The goal is not to have every answer figured out, but to give them a strong financial foundation to build from.

The O’Brien Group
đź“Ť Putnam, CT | Sturbridge, MA | Granby, CT
📱 (860) 821-1043

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

09/28/2026

Financial confidence starts with a plan.

The O'Brien Group works closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

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

Strong financial guidance starts with strong relationships. đź’™With offices in Putnam, Sturbridge and Granby, our team is ...
09/26/2026

Strong financial guidance starts with strong relationships. đź’™

With offices in Putnam, Sturbridge and Granby, our team is proud to serve families and individuals across the region with a personal approach built around their goals, priorities and future.

The O’Brien Group
đź“Ť Putnam, CT | Sturbridge, MA | Granby, CT
📱 (860) 821-1043

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

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50 Canal Street
Putnam, CT
06260

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