Organization: Susan O’Rourke – Ameriprise Financial Services, LLC
Industry: Social Services

Susan O’Rourke, a Financial Advisor with Ameriprise Financial Services, provides personalized financial support with a strong emphasis on long-term planning that aligns with her clients’ life goals and values. While primarily operating in the financial services industry, her practice intersects with social services through her focus on initiatives that support personal financial wellness and retirement preparedness—key components that contribute to community stability and individual well-being. She empowers clients to improve their financial security through accessible education, life-stage planning, and tailored financial strategies, often addressing the needs of families, retirees, and underserved individuals preparing for significant life transitions.

Her practice demonstrates a community-focused financial advisory model, where she builds lasting relationships and often collaborates with local efforts to improve financial literacy. Clients rely on her for a compassionate, holistic approach that goes beyond numbers to reduce stress and improve financial confidence—especially critical in the realm of social services. As part of Ameriprise, she also offers access to a broad network of tools and specialists that support social impact outcomes, such as charitable giving strategies and estate planning for caregivers and legacy-minded individuals.

Key Services:

– Personalized financial planning focused on life transitions and long-term goals
– Retirement income strategies and Social Security optimization
– Advice on charitable giving and estate planning with social impact considerations
– Financial education and coaching for families and individuals
– Guiding individuals through life events such as caregiving, divorce, or loss
– Budgeting, debt management, and savings strategies for diverse income levels