5 /5 Hamilton Vahrenkamp: Will O’Rourke has been an extremely value resource. Apart from his second-to-none knowledge about financial planning, he is just a great guy. Throughout my process with him, he was extremely responsive, respectful to my goals, and willing to answer any questions that I have. It’s very clear that he’s in this business to serve others, and he quickly became a trusted partner. I’m very happy I decided to contact him and would have zero reservations referring him to my closest friends and family.
Will took the initiative of organizing my IRAs and Roth IRAs from my previous employers and rolling over into one account. With this account, Will has diversified my portfolio with strategic allocations that he doesn’t hesitate to explain where I have novice knowledge.
Will also wants more than his partners to succeed, but he wants to educate them on the basis of the financial market. From basic vocabulary of the industry to future expectations of what trends he sees, Will is my trusted advisor.
Life can be burdening enough with day-to-day routines. It’s nice knowing that Will has taken some of the weight off my shoulders and acts with my best intentions.
