Edward Jones - Financial Advisor: Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™ - Sand Springs, Oklahoma
Address: 302 W 2nd St Suite 300, Sand Springs, OK 74063, United States.
Phone: 9184196004.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™
⏰ Open Hours of Edward Jones - Financial Advisor: Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™
- Monday: 8 am–4:30 pm
- Tuesday: 8 am–4:30 pm
- Wednesday: 8 am–4:30 pm
- Thursday: 8 am–4:30 pm
- Friday: 8 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
Introduction
Brenda O'Rourke, a highly regarded financial advisor at Edward Jones, is committed to understanding your unique financial goals and providing tailored solutions to help you achieve them. With a wealth of experience and numerous certifications, Brenda is dedicated to building long-term client relationships based on trust and exceptional service. Located at 302 W 2nd St Suite 300 in Sand Springs, Oklahoma, Brenda's office offers a welcoming and accessible environment for clients to discuss their financial needs.
Main Services
- Financial Consultation: Brenda provides personalized financial advice, helping clients navigate complex financial landscapes and make informed decisions about their money.
- Investment Services: She offers a range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients grow their wealth and achieve their financial goals.
- Retirement Planning: Brenda specializes in retirement planning, assisting clients in creating and implementing strategies to help them enjoy a comfortable and secure retirement.
- Estate Planning: She works with clients to develop estate plans that help protect their assets, minimize taxes, and ensure a smooth transfer of wealth to their beneficiaries.
- Insurance Services: Brenda offers insurance solutions, such as life and long-term care insurance, to help clients protect themselves and their loved ones from financial risks.
- Education Planning: She assists clients in planning and saving for their children's or grandchildren's education through strategies like 529 college savings plans.
Location and Access
Brenda O'Rourke's office is conveniently located in the heart of Sand Springs, Oklahoma, at 302 W 2nd St Suite 300. The building is easily accessible from major roads, including US-412 and US-64. Clients can find ample parking available on-site, with designated spaces for visitors and disabled individuals. The office is also wheelchair-accessible, featuring a ramp at the entrance and an elevator for easy access to the third floor.
Featured Characteristics
- Personalized Approach: Brenda takes the time to understand each client's unique financial situation, goals, and concerns before creating a customized plan tailored to their needs.
- Comprehensive Services: As a full-service financial advisor, Brenda offers a wide range of services to address all her clients' financial needs, from investment strategies to retirement planning and estate planning.
- Experienced and Certified: Brenda holds several certifications, including Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plan Specialist (CRPS™), demonstrating her commitment to professional development and excellence.
- Community Involvement: Brenda is actively involved in her community, donating her time and resources to local organizations and causes, reflecting her dedication to making a positive impact on her clients and neighbors.
Practical Information
- Address: 302 W 2nd St Suite 300, Sand Springs, OK 74063, United States
- Phone: 9184196004
- Website: edwardjones.com
- Office Hours: Monday - Friday, 8:00 AM - 5:00 PM (by appointment)
- Appointments: Recommended to ensure availability and personalized attention
Positive Aspects from Reviews
Brenda O'Rourke's clients have praised her organization and exceptional service, with one reviewer highlighting her well-structured approach to financial planning. Another client commended the great staff at the office, reflecting the positive atmosphere and professionalism that Brenda and her team cultivate. These testimonials underscore Brenda's commitment to providing top-notch service and building lasting relationships with her clients.
👍 Reviews of Edward Jones - Financial Advisor: Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™
