Summit Wealth Group

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Sheree Ziemba will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Steve Wilson Lamphear will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.