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 seasoned Financial Advisor, serves her clients through Edward Jones, an esteemed investment firm. Her office, located at 302 W 2nd St Suite 300 in Sand Springs, Oklahoma, is committed to providing personalized investment strategies and exceptional client service.
Main Services
- Financial Consultation: Brenda offers comprehensive financial planning, helping clients navigate complex financial landscapes to achieve their long-term goals.
- Investment Services: She provides tailored investment strategies, including stocks, bonds, mutual funds, and Exchange-Traded Funds (ETFs), aligning clients' portfolios with their unique risk tolerance and objectives.
- Retirement Planning: Brenda assists clients in preparing for retirement by creating and implementing strategies to help them achieve a comfortable retirement lifestyle.
- Estate and Legacy Planning: She helps clients protect and transfer their wealth to future generations by developing effective estate planning strategies.
Location and Access
The Edward Jones office in Sand Springs is conveniently situated in the heart of the city, offering easy access from major thoroughfares like US Highway 412 and State Highway 97. The office is located in a modern, multi-story building with ample parking available. For clients with mobility concerns, the office provides wheelchair-accessible parking, entrance, and toilet facilities.
Public transportation is accessible within walking distance, with the Sand Springs Intermodal Transportation Center located just over a mile away. This center serves as a hub for several bus routes operated by the Tulsa Transit system.
Featured Characteristics
- Personalized Attention: Brenda takes the time to understand each client's unique financial situation and aspirations, ensuring that her advice is tailored to their specific needs.
- Experienced Leadership: Brenda holds several professional designations, including Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), demonstrating her commitment to continuing education and professional development.
- Community Involvement: Edward Jones and Brenda O'Rourke are actively involved in the Sand Springs community, supporting local organizations and events, and fostering strong client relationships through networking and community engagement.
Practical Information
- Address: 302 W 2nd St Suite 300, Sand Springs, OK 74063, United States
- Phone: 918-419-6004
- Website: edwardjones.com
- Hours of Operation: Monday - Friday, 8:30 AM - 4:30 PM (by appointment)
- Appointments: Recommended; please call or visit the website to schedule a consultation
Positive Aspects from Reviews
Clients have praised Brenda O'Rourke for her organization, service, and the expertise of her staff. These positive aspects highlight her commitment to providing personalized, high-quality financial advice and exceptional client care.
👍 Reviews of Edward Jones - Financial Advisor: Brenda O'Rourke, ChFC®|AAMS®|CRPC™|CRPS™
