The OakBridge Group - Avon, CT: Ameriprise

The OakBridge Group: An Ameriprise private wealth advisory practice serving the Avon, CT area.

Client Satisfaction 5.0 / 5 rating based on 24 reviews

Get to know us

We are committed to helping our clients achieve their financial goals. Learn about our team.
Meet the team
How we work

We provide personalized advice based on what’s most important to you.
Learn more
Connect with us

If you have questions or would like to schedule a complimentary initial consultation, get in touch.

Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Request a consultation

Events

Social Security & Medicare: Cornerstones of Retirement

JUL 19, 2023 / 4:30 PM - 5:30 PM

Join us for a virtual Social Security & Medicare information session presented by Justin Morse from Amundi Pioneer. Justin has 25 years of experience in financial services specializing in providing education specific to these topics.

Family Day at the Hartford Yard Goats

JUL 23, 2023 / 12:30 PM - 4:00 PM

Take me out to the ballgame...

The OakBridge Group is hosting a day at the Yard Goats!

This family day at the ballpark will be filled with baseball, food and fun!

Game time is 1:10pm.

Family Picture Day

AUG 12, 2023 / 12:00 PM - 5:00 PM

Has it been a while since you've had family photos taken?

We will be at Metro Bis in Simsbury where photographer, Amy Geigner, will come to take complimentary family photos for our clients. The OakBridge Group will do all the planning, you will just need to show up! Let us help you preserve a moment in time!

Sign up soon as there will be limited 15 minute sessions available.

View all events

Oak: A tree of the beech family. The hard, durable wood of such as tree, often used in construction.

With their strong roots the oak symbolizes the type of solid, long-term relationships we aim to cultivate here in our practice.

Bridge: A structure spanning and providing passage over an obstacle. A connecting, transitional, or intermediate route of phase between two adjacent conditions.

We look to focus on overcoming the many roadblocks you may face in life, bridging the gap between where you are now and where you want to be financially.

The word OakBridge forms the perfect metaphor, illustrating our commitment to our clients and main core competencies:

Comprehensive Financial Planning
Wealth Management

7 videos

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Now Playing

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

Now Playing

What we do really matters - We never lose sight of that

What we do really matters - We never lose sight of that

I’ve always wanted to help people and originally thought I’d be a veterinarian. Watch this short video to see how I found my calling as a financial advisor instead

(2:55)

Now Playing

Your Concerns are Our Concerns

Your Concerns are Our Concerns

I may have founded this business, but I have hundreds of bosses.

Watch this short video to find out a little about me and see how we’re here to serve you.

(2:16)

Now Playing

We are at YOUR service!

We are at YOUR service!

What’s in a name?

At TheOakBridge Group, it guides everything we do. “Oak” represents our sturdy roots with clients and with this community. And “Bridge” represents what we do –helping you get over obstacles on the way to your financial goals.

(3:01)

Now Playing

Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

Now Playing

What’s ahead for the housing market?

What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

Now Playing

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions^SM annuity help give you the confidence to stay invested. (1:35)

Meet your future with confidence

With the right financial advisor, life can be brilliant.

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)