How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance
- Helps clients create personalized financial plans
- Assists with investment management and wealth building
- Offers a wide range of financial services
- Serves a diverse client base
- Has a solid reputation in the financial industry
Facts and Insights
O’Rourke Financial is a top financial advisory firm that has been providing expert financial guidance to clients for over 15 years. The firm prides itself on its strong commitment to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance services
- Debt management
- Wealth management
Client Types
O’Rourke Financial serves a diverse range of clients including individuals, families, business owners, and corporations. The firm works closely with each client to understand their unique financial needs and tailors their services accordingly.
Fees & Compensation
O’Rourke Financial typically charges a percentage of assets under management for their services. However, the firm is transparent about its fees and ensures that clients fully understand all costs before making any financial decisions.
Background
O’Rourke Financial was founded by John O’Rourke, a highly experienced financial advisor with over 20 years of experience in the industry. John’s passion for helping individuals and families achieve financial success has been the driving force behind the firm’s success.
Financial Advisor Disclosures to Know
O’Rourke Financial is a registered investment advisor and is required to disclose any potential conflicts of interest. The firm adheres to a strict fiduciary standard, meaning they always act in the best interest of their clients.