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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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More Business Info

BBB Rating
A+
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BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
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 Services, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services