The OakBridge Group - Ameriprise Financial Services, LLC

The OakBridge Group - Ameriprise Financial Services, LLC

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.

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