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        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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        BBB Rating
        A+
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        BBB Rating and Accreditation information may be delayed up to a week.
        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 method
        amex, cash, discover, master card, visa
        Neighborhood
        Copper Oaks
        AKA

        J M Brown & Associates, Inc

        Other Link

        http://www.perfectcalendar.com

        Social Links
        Categories
        Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services

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        Details

        Phone: (918) 496-5460

        Address: 7060 S Yale Ave Ste 701, Tulsa, OK 74136

        Website: http://www.perfectcalendar.com