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State DirectoryJ M Brown Financial Partners
Financial Planners, Financial Planning Consultants, Financial Services
CLOSED NOW:
9:00 am - 6:00 pm
39 Years
in Business
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 918-496-5460
- Address:
- 7060 S Yale Ave Ste 701 Tulsa, OK 74136
- Email:
- Link:
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services
- Services / Products
- J M Brown & Associates, Inc., an SEC Registered Investment Adviser, is committed to helping improve the long-term well being of our clients through careful financial analysis, design, implementation, review and service. Among the services provided are as follows: Comprehensive Business and Personal Financial Planning to the extent mutually agreed upon with the client. * Investment Planning Retirement Accumulation * Income and Distribution Planning * Education Funding * Charitable Giving * Elder and Long-Term Care Planning * Solutions for Owners of Closely-Held Businesses * Employee Benefits & Qualified Retirement Planning for Business * Insurance Strategies
- Payment Options
- Logo
- Neighborhood
- Copper Oaks
- AKA
J M Brown & Associates, Inc
General Info
Mission Statement * We work as a facilitator by helping individuals identify their goals and objectives and then come up with the strategies, tools and techniques to help them obtain their Perfect Calendar-what they have always wanted to do in life. Vision Statement * To be perceived by the public as THE SOURCE to improve self-financial well being through services that impart the comprehensive methodology of a Certified Financial Planner practitioner.
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