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An Ameriprise Platinum Financial Services® Practice

 
 
Kevin O'Brien Ameriprise Financial Advisor

Kevin O'Brien

CFP®, ChFC®

Senior Financial Advisor

 

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Refer Me

(678) 714-2036

kevin.r.obrien@ampf.com

 
 
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Office Location

350 Town Center Ave
Ste 300
Suwanee, GA 30024-6914
Map (678) 714-2036

License Information

I am licensed and registered to conduct business in GA.

Based on licenses and registrations I hold, I may also conduct business in MA, UT, FL, TX, LA, NY, KY, OH, NH, NJ, SC, NC, WI, ND.

It's always tax season

Taxpayers often miss opportunities to make tax-smart moves. Decisions made now about charitable gifts, education accounts and retirement plans can benefit you later. Contact me about finding strategies to help you manage your taxes.

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  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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