Planification financière fiable pour un avenir sûr.
J M Brown Financial Partners, basé à Tulsa, propose une planification financière fondée sur la recherche et des conseils personnalisés pour les particuliers et les familles. Forts de décennies d'expérience et d'une réputation de savoir-faire et de fiabilité, l'équipe noue des relations personnelles, réévalue régulièrement les investissements, explique les concepts clairement et adapte les stratégies aux objectifs de chaque client — un service local avec une portée nationale.
Aucune photo disponible
Des stratégies sur mesure pour vous aider à atteindre vos objectifs financiers, y compris la budgétisation, l'épargne et la gestion de la dette.
Conseils d'experts pour le développement de votre portefeuille et les options d'investissement afin de faire croître votre patrimoine, appuyés par des analyses fondées sur la recherche.
Planification complète pour assurer une sécurité financière à long terme à la retraite, y compris la gestion du 401(k) et les stratégies de revenu.
Entretiens réguliers et soutien personnalisé pour vous tenir informé et en confiance dans vos décisions financières.
Consultations en tête-à-tête pour expliquer clairement les concepts financiers complexes et élaborer des plans d'action réalistes.
Note globale
Natalie MacLagan
I 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.
Cristina Coleman
Been 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.
Lauren Stobaugh
I’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.
Sabah Khalaf
I'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.
David Fletcher
The 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.
Revendiquez J M Brown Financial Partners pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.