Edward Jones - Financial Advisor: Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™ - Sand Springs, Oklahoma

Introduction

In the heart of Sand Springs, Oklahoma, Brenda O'Rourke, a distinguished financial advisor with Edward Jones, stands ready to serve the community's financial needs. With a wealth of experience and an array of services tailored to individual client goals, Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™, is committed to providing personalized investment strategies and exceptional client service.

Main Services

• Financial Consultation: Brenda offers comprehensive financial planning, starting with understanding clients' unique financial goals and risk tolerance. She then creates tailored strategies to help clients achieve their objectives.
• Investment Services: As a stock broker and investment consultant, Brenda provides access to a wide range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). She actively monitors and adjusts clients' portfolios as needed.
• Retirement Planning: Brenda helps clients prepare for retirement by developing retirement income strategies and 401(k) rollover options. She also offers education on withdrawal strategies to help clients make the most of their retirement savings.
• Education Funding: Brenda assists clients in saving for their children's or grandchildren's education with 529 college savings plans and other education funding strategies.
• Estate Planning: She works with clients to create estate strategies to help protect their assets and ensure a smooth transfer to future generations.

Location and Access

Brenda O'Rourke's office is conveniently located at 302 W 2nd St, Suite 300, Sand Springs, OK 74063, United States. The office is situated in the downtown area, near the intersection of W 2nd St and S Main St, making it easily accessible from various parts of Sand Springs and surrounding communities.

For those who drive, there is a wheelchair-accessible car park available on site. The office also features a wheelchair-accessible entrance and toilet, ensuring accessibility for all clients.

Public transportation users can take the Tulsa Transit bus route 10 (Sand Springs) and get off at the W 2nd St & S Main St stop, which is just a short walk from the office.

Featured Characteristics

• Personalized Approach: Brenda O'Rourke takes the time to understand each client's unique financial situation and goals, providing a personalized approach to financial planning.
• Long-term Relationships: Brenda focuses on building long-term relationships with her clients, regularly reviewing and updating their financial strategies to adapt to changing market conditions and life events.
• Community Involvement: As a local financial advisor, Brenda is actively involved in the Sand Springs community, participating in local events and supporting community initiatives.
• Edward Jones Support: As part of Edward Jones, Brenda benefits from the firm's extensive resources, including research and technology, to better serve her clients.

Practical Information

• Phone: You can reach Brenda O'Rourke's office at 9184196004.
• Website: Visit edwardjones.com to learn more about Brenda O'Rourke's services and to schedule an appointment.
• Office Hours: The office is typically open Monday through Friday, from 8:00 AM to 5:00 PM. However, it is recommended to call ahead or check the website for updates, as hours may vary.
• Appointments: Appointments are recommended to ensure Brenda can dedicate the necessary time to address each client's financial needs.

Positive Aspects from Reviews

Brenda O'Rourke has received positive reviews from her clients, highlighting several aspects of her service:

• Organization: One client praised Brenda for her well-organized approach to financial planning, indicating that she takes the time to understand and address each client's unique financial situation.
• Staff: Another client highlighted the great staff at Brenda O'Rourke's office, suggesting that the supportive and knowledgeable team contributes to the overall positive experience.

These reviews reflect Brenda O'Rourke's commitment to providing exceptional client service and tailored financial strategies, further emphasizing her dedication to helping her clients achieve their financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™

Cledtis T.

5/5

Brenda O'Rourke is a well-organized financial advisor. Thank you Brenda for your service.

Drew R.

5/5

Great staff