Patrick O'Rourke - Financial Planner, Investment Advisor Representative

Patrick O'Rourke - Financial Planner, Investment Advisor Representative Financial Planner, Investment Advisor Representative at Barnum Financial Group I am licensed and registered to offer products and services in several states.

As an Investment Advisor Representative, Patrick acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and i

nvest for their future and offers advice to help them make financial decisions with confidence. Licenses and registrations will vary. Please contact this office for further information. Patrick O'Rourke is a registered representative of and offers securities and investment advisory services through MML Investors Services LLC www.sipc.org 6 Corporate Drive, Shelton CT 06484: Tel 203-513-6000
CA Insurance License #4450497

All three major US stock market indices ended the year with significant gains, led by the NASDAQ up 44.6%, the S&P 500 u...
01/09/2024

All three major US stock market indices ended the year with significant gains, led by the NASDAQ up 44.6%, the S&P 500 up 26.3%, and the Dow Jones up 16.2%. How did your portfolio do last year? Is it time to rebalance? Let’s talk it through.

Join us on October 25th for a FREE webinar with Jeremy Hus for a Comprehensive Introduction to Financial Planning! Click...
10/24/2023

Join us on October 25th for a FREE webinar with Jeremy Hus for a Comprehensive Introduction to Financial Planning! Click here to register: https://bit.ly/3Mg5HYK CRN202609-5138390

Wherever you’re going, don’t do it alone. Reach out today to learn about the financial resources you need to help build ...
04/19/2023

Wherever you’re going, don’t do it alone. Reach out today to learn about the financial resources you need to help build your confidence for tomorrow.

The biggest mistake people make with estate planning is not having a plan at all. Start with a will and build your estat...
11/18/2022

The biggest mistake people make with estate planning is not having a plan at all. Start with a will and build your estate plan from there. I can help you plan ahead.

The Internal Revenue Service announced that the amount individuals can contribute to their 401 (k) plans in 2023 has inc...
11/10/2022

The Internal Revenue Service announced that the amount individuals can contribute to their 401 (k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. Now is the perfect time for us to connect and ensure your retirement savings are on track.

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200 Crossings Boulevard
Warwick, RI
02886

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+14012438826

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