Susan O’Rourke is a Financial Advisor affiliated with Ameriprise Financial Services, LLC, a nationally respected firm known for its personalized, comprehensive financial planning. Based in Larchmont, New York, Susan offers tailored advisory services to individuals and families, focusing on helping clients achieve financial confidence through a well-structured, goal-based approach. With a strong emphasis on long-term relationships, she works closely with clients to develop customized plans that align with their life goals, including retirement, education funding, and wealth preservation.

As part of Ameriprise, Susan leverages the firm’s robust platform of tools, research, and resources while maintaining close, one-on-one service. Her practice is grounded in integrity, strategic guidance, and a commitment to helping clients make informed financial decisions. She brings years of experience and a deep understanding of the financial challenges and opportunities individuals face. Susan also values being active in her local community, building trust through personalized service and open communication.

Website: https://www.ameripriseadvisors.com/Susan.Orourke/?cid=IP_local_google

Key Services:

– Personalized financial planning and goal setting
– Investment advisory and portfolio management
– Retirement income strategies and planning
– Tax-advantaged investment strategies
– Risk management and insurance planning
– Education and college savings strategies
– Estate and wealth transfer planning
– Ongoing financial reviews and plan adjustments