Opus: Advice First

Opus: Advice First A private wealth advisory practice of Ameriprise Financial Services, LLC

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While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/22/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

If funding education for yourself, your children, or a loved one is one of your financial goals, we can help!Together, w...
07/15/2026

If funding education for yourself, your children, or a loved one is one of your financial goals, we can help!

Together, we'll review the education funding strategies available, evaluate your options, and develop a personalized plan designed to support your goals and priorities.

As we celebrate America's independence, we're reminded that a strong future is built through thoughtful planning, meanin...
07/04/2026

As we celebrate America's independence, we're reminded that a strong future is built through thoughtful planning, meaningful goals, and the confidence to pursue what's possible.

At Opus: Advice First, we're honored to help our clients turn their financial goals into reality through personalized guidance, education, and comprehensive advice. Every day, we're committed to helping individuals and families build a future that reflects what matters most to them.

Wishing you and your loved ones a safe and happy Independence Day! ❤️🤍💙

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly be...
06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last ...
06/29/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

https://bit.ly/4f9W3p9

06/26/2026

Our CEO, Nancy Daoud appears on Bloomberg’s The Asia Trade with insights on today’s consumer landscape. She shares perspectives on key trends shaping consumer behavior and what they may signal for markets.

The views expressed here reflect the views of Nancy Daoud as of June 25th, 2026. These views may change as market or other conditions change. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results and no forecast should be considered a guarantee either.Ameriprise Financial cannot guarantee future financial results. Client experiences may vary.Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©️ 2026 Ameriprise Financial, Inc. All rights reserved. 8996005ACMR0626

Feeling confident today doesn’t remove the need to plan ahead.Ameriprise Financial research shows many financially solo ...
06/26/2026

Feeling confident today doesn’t remove the need to plan ahead.

Ameriprise Financial research shows many financially solo adults are thinking carefully about aging, long‑term care costs, and making savings last — key considerations when planning independently.

Getting married this year? This wonderful life event means so many things. You are merging finances and saving money for...
06/24/2026

Getting married this year? This wonderful life event means so many things. You are merging finances and saving money for a new home or starting a family. Opus: Advice First can guide you and create a wonderful plan so your dreams can become a reality. Reach out today 203.881.5504 or email us [email protected]. We are here to help!

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and em...
06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

Address

90 Oxford Road
Oxford, CT
06478

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12038815504

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