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
Edward Jones - Financial Advisor: Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™
Introduction
Edward Jones, located at 302 W 2nd St Suite 300 in Sand Springs, OK, is a leading financial services firm that offers personalized investment solutions and retirement strategies. Brenda O'Rourke, a seasoned financial advisor with extensive credentials, ChFC®|AAMS®|CRPC™|CRPS™, spearheads this branch, providing tailored financial guidance to clients in the Sand Springs area.
Main Services
- Financial Consultation: Brenda O'Rourke provides comprehensive financial planning, helping clients navigate their financial journeys with confidence. She assesses each client's unique situation and offers personalized strategies to help them achieve their long-term financial goals.
- Investment Services: The Edward Jones team offers a wide range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They help clients build and manage investment portfolios aligned with their financial objectives and risk tolerance.
- Retirement Planning: Brenda O'Rourke and her team specialize in retirement planning, helping clients prepare for a secure and comfortable retirement. They offer guidance on retirement savings strategies, pension plans, and Social Security optimization.
- Retirement Income Strategies: Once clients reach retirement, Edward Jones helps them create income streams to support their desired lifestyle. They offer strategies for managing retirement income, including annuities and other income-generating investments.
- Estate and Legacy Planning: The firm provides guidance on estate planning, helping clients protect their assets and prepare for the future. They work with clients to create wills, trusts, and other estate planning documents that ensure their legacy aligns with their wishes.
Location and Access
The Edward Jones office in Sand Springs is conveniently located at 302 W 2nd St Suite 300, adjacent to the historic downtown area. The office is easily accessible from US-75 and OK-51, with ample parking available on-site. The building features a wheelchair-accessible entrance and restrooms, ensuring accessibility for all clients.
Featured Characteristics
- Personalized Approach: Brenda O'Rourke and her team take a personalized approach to financial planning, getting to know each client's unique goals, concerns, and aspirations. They believe that understanding each client's individual situation is crucial for creating effective financial strategies.
- Comprehensive Services: Edward Jones offers a broad range of financial services under one roof, making it easy for clients to manage their financial needs. From investment management to retirement planning and estate planning, the firm provides a one-stop solution for clients' financial requirements.
- Community Involvement: Brenda O'Rourke is actively involved in the Sand Springs community, participating in local events and initiatives. Her commitment to the community reflects Edward Jones' broader mission to make a positive impact on the lives of its clients and the communities it serves.
Practical Information
- Address: 302 W 2nd St Suite 300, Sand Springs, OK 74063, United States
- Phone: 9184196004
- Website: edwardjones.com
- Hours of Operation: Monday to Friday, 8:00 AM to 5:00 PM (appointment recommended)
- Accessibility Features: Wheelchair-accessible entrance, wheelchair-accessible restrooms, on-site parking
Client Reviews
Edward Jones has an average rating of 5/5 stars on Google My Business, with 2 reviews. Clients have praised Brenda O'Rourke for her organization, professionalism, and responsiveness. One client appreciated her well-structured financial advice, while another commended the great staff at the office. These positive aspects highlight the firm's commitment to providing exceptional client service and personalized financial guidance.
In conclusion, Brenda O'Rourke and Edward Jones offer comprehensive financial services tailored to the unique needs of Sand Springs residents. With a commitment to personalized service, community involvement, and a convenient location, Edward Jones is an excellent choice for those seeking expert financial guidance in the Sand Springs area.
👍 Reviews of Edward Jones - Financial Advisor: Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™
