Business Details
About
Financial Planner
J M Brown Financial Partners is an independent Wealth Management firm located in Tulsa, Oklahoma, with clients in multiple states. We understand that the biggest challenge when preparing for a sound financial future is knowing what to do. We created our firm to help take the mystery out of planning or what we call your perfect financial calendar™. Financial planning is an evolving process that changes with the different stages of life. By planning for your future, you will get closer to attaining what we have termed the “perfect calendar” – which simply means “living life on your own terms.” We strive to help you address your needs of today and for many years to come and look forward to working with you through every season of your life.
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Reviews
5.0
22 reviews
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22
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- GLGrant LesterOct 13, 20255.0Chuck Norris would use J M Brown Financial Partners.
- DFDavid FletcherOct 13, 20255.0The team at JM Brown Financial Partners is made up of incredibly smart, hard-working professionals who always put their clients first. They go above and beyond to provide thoughtful, personalized financial guidance and truly care about helping you succeed.
- MFMane FlowDec 18, 20215.0Great people, exceptional workmanships, responsive and extremely helpful
- CCCorbin CooperAug 17, 20215.0Omar is a fantastic guy! have enjoyed working with him professionally over the last couple years. Does a great job!
- JMJudy McIntoshMay 8, 20205.0We are new to JMBrown, connecting last Fall, and boy are we glad we joined. We trust this team, and appreciate their service and more importantly their expertise in handling our funds. - R&J
Frequently Asked Questions About J M Brown Financial Partners
What services does J M Brown Financial Partners offer?
J M Brown Financial Partners is an independent Wealth Management firm that helps clients with financial planning through different stages of life to achieve a secure financial future.
Where is J M Brown Financial Partners located?
They are located at 7060 S Yale Ave UNIT 701, Tulsa, OK 74136, USA.
What are the business hours of J M Brown Financial Partners?
They are open Monday through Friday from 8:00 AM to 5:30 PM and closed on weekends.
How can I contact J M Brown Financial Partners?
You can call them at +1 918-496-5460 or email ron@perfectcalendar.com.
Does J M Brown Financial Partners have a website or social media presence?
Yes, their website is https://perfectcalendar.com/ and they have a Facebook page at https://www.facebook.com/630596727581958.
Which nearby financial institutions might be helpful for loan or mortgage services?
Nearby you can find Brian Taylor - Bank of Oklahoma, Bok Mortgage, Logan Bercher - Tulsa’s Mortgage Banker, and Bank of Oklahoma Mortgage for installment loans and mortgage services.
Are there ATMs near J M Brown Financial Partners for convenient cash access?
Yes, an ATM from Bank of Oklahoma is located nearby for easy cash withdrawal.
What healthcare or counseling services are located near J M Brown Financial Partners?
Nearby healthcare services include Girling Home Health for home health and hospice care, Psychological Services of Tulsa for mental health, and Counseling-Recovery Service of Ok for rehabilitation.
Can I combine a visit to J M Brown Financial Partners with community or cultural activities nearby?
Yes, nearby you can visit community organizations such as the George Kaiser Family Foundation, Tulsa Community Foundation, and attend events at radio stations like Kbez and KJMM for entertainment.
What is the best way for a client to plan financial services around their lifestyle according to J M Brown Financial Partners?
The firm encourages creating a "perfect financial calendar™" which helps clients plan financially for different life stages to live life on their own terms.