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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- NMNatalie MacLaganDec 31, 20255.0I have been working with Connor, from JM Brown Financial Partners for over 6 years, and couldn't be happier with my experience. Any questions or needs that arise are always met with fantastic customer service and support and everything is explained to me in ways that make sense, and provide me with knowledge and confidence about my finances. I have recommended them to all my friends and family and will continue to do so.
- CCCristina ColemanDec 29, 20255.0Been working with JM Brown Financial Partners for years and am impressed with their research, capabilities, and planning. Would highly recommend to anyone looking for a team to support financial planning locally or nationally.
- LSLauren StobaughDec 19, 20255.0I’ve had the opportunity to get to know Omar and his team, and I’m consistently impressed by how knowledgeable and trustworthy they are. Omar is incredibly smart, takes the time to explain things clearly, and genuinely cares about helping people think through investments and long-term retirement planning. I also love that this firm has been established for nearly 40 years. That kind of longevity says a lot about their integrity and experience.
- SKSabah KhalafDec 19, 20255.0I've been with JM Brown for a couple of years and I am very pleased with their services. I interviewed several teams before making a decision, and after I met with Omar, I knew he is who would be best suited at ensuring a financially secure future for me and my family. Omar regularly checks in with me and my family about our investments and has developed a personal relationship with us. I've recommended him to friends and colleagues and they've been pleased with him and JM Brown as well.
- 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.
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.