Financial Advisor Tulsa | A Financial Advisor With Exclusive Advice
This content was written for First State Investment Advisors.
It is a great decision to choose First State Investment Advisors for anyone needing a financial advisor Tulsa. You can schedule a comprehensive investment portfolio evaluation by calling the Firm at (918) 492-1361 or at www.firststate-ok.com to take advantage of their professional money management. The money managers have over 45 years of experience in the stock and bond markets. Another excellent reason to choose First State is its reputation of providing excellent customer service. Contact First State Investment Advisors and let them assist you in planning for the realization of your investment goals with exclusive advice.
Of utmost importance at First State Investment Advisors is the stock research department which is under the supervision of a Chartered Financial Analyst. For over four decades, a stock evaluation protocol for processing financial data for stocks has been developed that is being constantly monitored and updated. A regimented list of “Gold Chip” stocks are then selected that meet a strict criteria of high quality companies. A priority is given to diversification aimed at maximizing portfolio performance and limiting volatility. Clients can request an exhaustive report on each of their stock investments. If you are interested, a sample report can be obtained when making an appointment at First State.
In order to serve its clients with the best possible service, the staff at First State Investment Advisors strives to provide a personal touch. They enjoy taking the time to get to know who they are working with in order to meet their financial needs. You will get a customized investment plan at this financial advisor Tulsa and quarterly reports on where your money is being invested.
If you are a business owner, First State Investment Advisors can provide guidance in both tax exempt employee benefit plans and improving operations. To improve employee morale and loyalty, First State can help a business select and start an employee benefit plan such as a 401K Plan, SIMPLE IRA, Pension Plan and Simplified Employee Pension Plan. An employer that has already set up one of these plans can have the Firm evaluate its assets and provide management to improve performance. Additionally, the financial experts at First State Investment Advisors can help in implementing steps to improve profit margins and positive cash flow.
There is no better time to begin putting your finances in order with the financial advisor Tulsa First State Investment Advisors. Wouldn’t you like to feel secure in knowing your financial future is more secure? Call First State at (918) 492-1361 or go to www.firststate-ok.com to schedule an appointment with a customer service representative. The Firm’s outstanding service and unique investment perspective is second to none and they are ready to help.