How does the advisor help clients – Key Takeaways:
Facts and Insights:
Founded in 1995, O’ROURKE & COMPANY, INCORPORATED is a financial advising firm committed to helping clients achieve financial success through personalized strategies and expert advice. With a team of highly skilled financial experts, O’ROURKE & COMPANY, INCORPORATED has become a trusted name in the industry, providing top-notch financial services to clients across the nation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 26 years |
Through strategic investments and a personalized approach, O’ROURKE & COMPANY, INCORPORATED has consistently delivered above-average returns to their clients. With over $500 million in assets under management, their team of 15 advisors has a wealth of knowledge and experience to guide clients towards their financial goals. With 26 years in the business, O’ROURKE & COMPANY, INCORPORATED has established a strong track record of success.
Financial Services Offered:
O’ROURKE & COMPANY, INCORPORATED offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
Client Types:
O’ROURKE & COMPANY, INCORPORATED caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Retirees
Fees & Compensation:
O’ROURKE & COMPANY, INCORPORATED operates on a fee-only basis, meaning they do not receive commissions or any other form of compensation from financial products they recommend. This ensures that their recommendations are always in the best interest of their clients and not influenced by incentives.
Background:
Founder and CEO, John O’Rourke, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA), bringing a unique combination of expertise to the firm. He is supported by a team of highly skilled advisors, each with their own specialized knowledge and experience in the financial industry.
Financial Advisor Disclosures to Know:
Before working with any financial advisor, it is crucial to understand their potential conflicts of interest and any disciplinary actions taken against them. O’ROURKE & COMPANY, INCORPORATED has a clean record with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). They have no disclosures to report.
In conclusion, O’ROURKE & COMPANY, INCORPORATED is a highly reputable financial advising firm with a proven track record of helping clients achieve financial success. With a team of experienced advisors and a commitment to always putting their clients’ best interests first, they are a top choice for individuals and families looking for expert financial guidance.