Financial Advisor Tulsa | A Financial Advisor That Has Proprietary Investment Advice
This content was written for First State Investment Advisors.
Sound investment advice from a financial advisor Tulsa can be found by anyone at First State Investment Advisors. The professional money managers at First State, who have over 45 years of experience, have the ability to assess your current portfolio investments then lay out a detailed plan for your financial needs of the future. Ready to take your call at (918) 492-1361 is a customer service representative or you can go to the Firm’s website www.firststate-ok.com and schedule an appointment. You will be connected to an advisor that always puts the needs of the client first.
Utmost importance is given to the proprietary stock research department at First State Investment Advisors in order to make sound investment decisions for its clients. Stock valuation is set by a protocol overseen by a Chartered Financial Analyst who has created several economic predictable methods. A great variety of stocks have their financial information constantly monitored and updated and these predictable methods are used to forecast their future stock prices. A select list of high quality stocks from this research is chosen for their suitability for investment in the portfolio of clients. This “Gold Chip” list is greatly diversified which lowers price risk and achieves above average total return on investment. Each of stocks has an exhaustive report and a sample can be sent to prospective clients when they schedule an appointment.
Having difficulty in finding a financial advisor Tulsa that can meet your investment needs with a personal touch? First State Investment Advisors is who you should contact. They will take time to inquire about your financial needs and create a plan to meet those expectations that make you comfortable. The courteous customer service received at First State will make you feel right at home. The aim is to show how making suitable stock investments can meet your goals.
Business owners are also aided by First State Investment Advisors with their company’s finances and with employee benefit plans they may have. To increase the total return on these investments, the advisors at First State use their substantial experience to analyze and manage them. The Firm also has the knowledge to help in the selection of the proper tax exempt employee benefit plan a business owner may want to initiate such as Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401K Plans. Employee morale, loyalty and retention have been shown to improve with these plans. A business can also be helped by First State Investment Advisors that could improve positive cash flow and profitability.
Contact First State Investment Advisors at (918) 492-1361 or at www.firststate-ok.com in order to find peace of mind from a financial advisor Tulsa. Individuals and business owners are offered superb investment advice that can make their objectives materialize at First State. The conscientious effort to keep you satisfied with the customer service and investment advice will allow you to feel the difference at First State Investment Advisors.