Steve O'Rourke - LPL Financial logo

My Services

That is what I do for my clients. And it is what I can do for you. I specialize in the following areas:

  • Retirement Planning - to design an investment strategy to help you pursue all of your retirement goals
  • Investment Portfolio Analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Individual Stocks - to provide you with added long-term growth potential
  • Mutual Funds
  • Money Market Accounts
  • Fixed Annuities - to provide income streams for life and to protect against market downside
  • If you would like any further information about these topics, or other areas of investing, please do not hesitate to call or email me.

    *Stock investing involves risk including loss of principal. Fixed annuities guarantees are based on the claims paying ability of the issuing company.

    Securites offered through LPL Financial, Member FINRA/SIPC. BrokerCheck

    The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IA, ME, MN, WI.

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