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Sean O'Rourke

Financial Advisor

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Focus Areas

  • Retirement Strategies
  • Retirement Income Planning
  • Insurance Strategies
  • Business Owners
  • Student Loan Refinancing
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202209-271451

Check the background of this investment professional on FINRA's BrokerCheck