Your story has brought you to our firm.
At JGreene Financial, we’ve been doing the right thing since 1978, when our founder, John, set up shop with his motto, “Do the right thing because it’s the right thing to do and it will bless you every time.” That was 40 years ago and counting.
Located in Tulsa, we are an independent firm where our focus has always been keeping clients informed about retirement income planning. Our extensive knowledge of IRAs, annuities, IULs and estate planning has allowed us to assist clients to transition to more stable products that can also help mitigate taxes.
The mission at JGreene Financial is to assist clients in learning ways to remove the risk of outliving their income. We accomplish this mission by conducting monthly workshops throughout the Tulsa metropolitan area and offering exclusive income products designed to meet the specific needs of people just like you.
Located in Tulsa, we are an independent firm where our focus has always been keeping clients informed about retirement income planning. Our extensive knowledge of IRAs, annuities, IULs and estate planning has allowed us to assist clients to transition to more stable products that can also help mitigate taxes.
The mission at JGreene Financial is to assist clients in learning ways to remove the risk of outliving their income. We accomplish this mission by conducting monthly workshops throughout the Tulsa metropolitan area and offering exclusive income products designed to meet the specific needs of people just like you.
Meet the Team
With 40+ years of experience in the industry,
John, Zach and Kellie pride themselves on fostering strong personal relationships with their clients.
Their team approach and extensive knowledge of IRAs, annuities, IULs and tax-efficient strategies allow them to design retirement income plans for their clients that give them confidence for their retirement.
John, Zach and Kellie pride themselves on fostering strong personal relationships with their clients.
Their team approach and extensive knowledge of IRAs, annuities, IULs and tax-efficient strategies allow them to design retirement income plans for their clients that give them confidence for their retirement.
John Greene, Founder/CEO | Kellie Russell, Operations Manager | Zach Lonergan, Vice President