William 'Will' Orr

Financial Planner

My Focus Areas are Saving for Retirement, Living in Retirement and Financial Strategy

Languages spoken by this financial professional: English (and military jargon).

As a Chartered Retirement Plan Counselor (CRPC®), I specialize in helping individuals plan for a happy retirement. I have discovered that there is one common factor for retirement happiness among my greater Indianapolis area clients. Contact me to find out what that is!
Build Your Plan

William 'Will' Orr

Financial Planner

Build Your Planopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About William 'Will' Orr

I help people plan for the expected and prepare for the unexpected. My team and I take extraordinary care to ensure that we're upholding our fiduciary duties to you; the client.

I am a disabled veteran, having served for 21 years in the U.S. Marine Corps. I served multiple combat tours in Iraq and Afghanistan and received the Bronze Star Medal for actions in combat.

I'm Most Proud Of: That feeling I have when a client clearly sees his or her goal we've planned for, coming to fruition. There's no better reward than hearing from an excited client in that moment.

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Service Officer

    American Legion Post 64

    March 2020 - Present | Indianapolis, IN

    Service Officers are voluntary positions within the American Legion. We assist veterans in understanding and claiming the benefits they are entitled to.

  • Financial Advisor

    Edward Jones Investments

    February 2015 - June 2020 | Indianapolis, IN

    Financial Advisor, specializing in asset management and sales of brokerage/life insurance products.

  • Chief Warrant Officer 3

    United States Marine Corps

    May 1993 - August 2014 | Worldwide service

    M1A1 Tank Crewman (GySgt) 1993-2008 CBRN Defense Officer (CWO3) 2008-2014 11th MEU (USS Mount Vernon) - 2002 Iraq (Invasion) - 2003 Iraq (Fallujah) - 2005 Afghanistan (Helmand) - 2009-2010 Afghanistan (Helmand) - 2012-2013

The Prudential Difference

    • Variable Annuities: IL, IN
    • Securities License: CA, CT, IL, IN, OH, WA
    • Variable Life Insurance: IL, IN
    • Fixed Annuities: IL, IN
    • Life Insurance: IL, IN

William Orr is associated with the Indiana Financial Group Office, 8888 Keystone Crossing, Suite 500, Indianapolis, IN, 46240-4613, Managing Director: Ryan Appelhans, Phone: 317-844-4650. William Orr offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. William Orr offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.