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About O’ROURKE & COMPANY, INCORPORATED
<O'ROURKE & COMPANY, INCORPORATED is a leading financial advisory firm that provides comprehensive solutions for individuals, businesses, and institutions. With decades of experience and a team of highly educated and certified financial experts, the firm offers tailored financial services that help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- O’ROURKE & COMPANY works closely with clients to develop personalized financial plans that align with their specific needs and objectives.
- Through a detailed assessment, the firm identifies key areas for improvement and offers strategic solutions to help clients reach their financial goals.
- The firm provides ongoing support and guidance to ensure that clients stay on track and make informed financial decisions.
Facts and Insights
<O'ROURKE & COMPANY, INCORPORATED has a proven track record of delivering exceptional financial services to clients. Here are some key facts and insights about the firm:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 25 years |
Financial Services Offered
<O'ROURKE & COMPANY, INCORPORATED offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
- Business succession planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- Businesses
- Institutions
Fees & Compensation
<O'ROURKE & COMPANY, INCORPORATED believes in transparency and works on a fee-based compensation structure. This means that the firm's advisors are compensated based on a percentage of the assets under management, rather than earning commissions on products or services sold.
Background
The firm was founded in 1995 by John O’Rourke, a seasoned financial advisor with a passion for helping clients achieve financial success. Over the years, the firm has gained a reputation for its expertise, integrity, and commitment to delivering exceptional financial services.
Financial Advisor Disclosures to Know
<O'ROURKE & COMPANY, INCORPORATED believes in building long-term relationships with its clients and is committed to maintaining the highest ethical standards. As a registered investment advisor, the firm is legally obligated to disclose any potential conflicts of interest or disciplinary actions. Currently, there are no disclosures listed for the firm or its advisors.