The OakBridge Group

The OakBridge Group

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A private wealth advisory practice of Ameriprise Financial Services, LLC

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Why you should prioritize an annual financial review 16/01/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Why you should prioritize an annual financial review Review your financial situation regularly to help monitor progress and stay on track for your goals.

09/01/2025

Tuesday talks with Tom!

Have you been curious about what services The OakBridge Group offers? Looking to start the New Year off with a comprehensive planning?

Come stop by the second Tuesday of each month and meet Tom Turon and have a cup of coffee on The OBG!

06/01/2025

Managing multiple financial priorities can feel like a juggling act. But together we can find a balance between today’s needs and tomorrow’s goals.

06/01/2025

In honor of National Financial Wellness Month, take time to prioritize your finances and set your financial goals for the year ahead. Let’s connect to review your financial priorities and discuss if you’re on track.

03/01/2025

Setting specific financial goals can help boost your financial confidence and increase your chances for success. What financial goals have you set for the new year?

21/12/2024

It’s officially winter! What’s your favorite winter activity?

17/12/2024

The OBG would like to extend a HUGE THANK-YOU to all of our clients, friends, and folks in the Avon community who helped us collect nearly twice as many unwrapped toys and goodies as we did last holiday season for the Gifts of Love holiday drive!

We not only appreciate your trust and confidence in business, we appreciate your generosity in giving back to our community and those in need.

Thank-you for being a part of The OakBridge Group family!

Pictured here is Tom Turon, helping to load up the gifts for delivery.

https://bit.ly/3VLdPoD

17/12/2024

The OakBridge Group team spent the afternoon sorting produce and other food yesterday at Connecticut Foodshare in Bloomfield.

Last year, CT Foodshare provided over 44 million meals and served over 25,000 families experiencing some form of food insecurity each month.

ctfoodshare.org

Caring for aging parents and loved ones 16/12/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

Caring for aging parents and loved ones How to manage the unique financial, medical and legacy challenges.

13/12/2024

Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares his insights on whether that trend may continue in 2025.

11/12/2024

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

11/12/2024

One key benefit of having estate planning conversations is creating transparency and trust with your loved ones. Have you checked all the important estate and legacy planning boxes? Let’s connect to help ensure you have a plan in place.

04/12/2024

Multi-generational wealth planning may seem daunting, but the sooner you begin the better off your heirs will be. Let’s connect and begin outlining your goals.

Financial Advisor Jason Warnke in Avon, CT | The OakBridge Group 04/12/2024

We are proud to announce that Jason Warnke, Founder of The OakBridge Group, has been named to the Ameriprise Circle of Success – a distinction reserved for the firm’s top advisors. This recognition reflects our deep commitment to serving clients like you.

Thank-you for your trust and loyalty!

Financial Advisor Jason Warnke in Avon, CT | The OakBridge Group Jason Warnke with The OakBridge Group in Avon, CT is here to help you with all of your financial planning needs.

04/12/2024

“We help our families craft smart, personalized strategies to grow and build wealth that will last a lifetime and leave a legacy.” -The OBG Team

Videos (show all)

It’s officially winter! What’s your favorite winter activity?
Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimben...
Wishing you and your loved ones a Happy Thanksgiving. What are you thankful for this year?
Will the last quarter of 2024 continue on a positive trajectory for the markets and economy? Ameriprise Financial expert...
Wishing you a safe, fun and relaxing Labor Day.
How long will Big Tech drive markets?
Happy Independence Day, America! How will you celebrate this Fourth of July?
On Memorial Day, we honor and thank all those who’ve sacrificed their lives serving and protecting our country.
Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for inte...
As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and ...
Wishing you a day filled with love and meaningful connections. Happy Valentine’s Day!
2024 economic and market outlook

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