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Our financial advice team


Matthew J Sondrini, Financial Advisor serving the Putnam, CT area - Ameriprise Advisors

Matthew J Sondrini

Financial Advisor

The O'Brien Group
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investment Management

Education

  • BS, Finance, Central Connecticut State University New Britain, CT

Previous experience

  • Voya Financial Advisors, 2011-2022
  • Metlife, 2006-2010

Community participation

  • American Legion
  • Waste Not Want Not - Granby CT

Interests

Skiing, DIY Projects

Experience

I have 18 years experience in the financial services industry focusing on retirement planning. I hold the CRPC™ (Chartered Retirement Planning Counselor™) and AAMS™ (Accredited Asset Management Specialist™) designations which I use to assist me in creating and implementing retirement investment strategies.