Financial Advisor Tulsa | A Constructive Financial Advisor

This content was written for First State Investment Advisors.

Anyone in need of a constructive financial advisor Tulsa should consider First State Investment Advisors. Investments in both bond and stock markets have been made for over 45 years at First State. Whether going to the Firm’s website at www.firststate-ok.com or calling (918) 492-1361, investors can schedule a comprehensive evaluation of their investment assets and avail themselves of its financial expertise. A suitable long term investment plan can then be suggested to have financial needs met. Investors can also experience the excellent customer service provided by First State Investment Advisors.

A priority at First State Investment Advisors is doing research on a wide range of stocks to determine those that may be suitable for investment. Several predictable methods have been developed over the years by a Chartered Financial Analyst used to determine future stock prices. The current financial data for each stock is monitored and updated constantly. A selection of large cap “Gold Chip” stocks are available to choose from that can be included in client portfolios. These are used to provide diversification to reduce volatility and above average price appreciation. A sample of a detailed report on each stock that is invested in can be sent to anyone requesting one.

If you are looking for a financial advisor Tulsa that will treat you with courtesy and honesty, call First State Investment Advisors at (918) 492-1361 or contact the Firm at their website www.firststate-ok.com. The moment you come to their office for your scheduled appointment you will feel the difference at First State where the staff make you feel like family. Everyone there will try to meet your every financial need.

Business owners can also find exceptional financial planning advice at First State Investment Advisors that would include the operational aspect along with tax exempt employee benefit plans. First State is able to advise you on improving business efficiencies for greater profits and larger positive cash flows. The Firm also has extensive knowledge in recommending employee retirement plans such as 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. If a business already has a retirement in place, First State Investment Advisors can also evaluate and manage it.

The priority at First State Investment Advisors is to bring confidence to an investor’s financial future. By contacting this financial advisor Tulsa at www.firststate-ok.com or calling (918) 492-1361, you will be helped to attain a reasonable rate of total return. First State’s investment perspective has been geared aiding clients to experience a comfortable financial future. Whether you are an individual investor or business owner, schedule your appointment today.