Financial Advisor Tulsa | Able Advising
This content was written for First State Investment Advisors.
A highly competent and respected financial advisor Tulsa that should be contacted is First State Investment Advisors at (918) 492-1361 or www.firststate-ok.com. Your current financial status will be reviewed by the Firm’s professional money managers and will discuss a long term financial plan that is best for you. Financial management and sound advice as been provided by First State for over 45 years. The excellent customer service staff at First State Investment Advisors is ready to schedule your confidential appointment and answer any questions you may have.
At First State Investment Advisors, a Certified Financial Analyst supervises the use of a wide range of economic predictable methods to project the future prices of high quality stocks by its stock research department. These methods for forecasting future stock prices are closely monitored and updated continuously with current information. Stocks which have above average price appreciation with lower volatility are selected to a “Gold Chip” list which is used to build diversified portfolios for clients. A client can request extensive reports on stocks held in their account. A sample report can be sent upon request from anyone who schedules an appointment with First State.
A priority at First State Investment Advisors is the establishment of long range financial plans. As a financial advisor Tulsa, each client at First State can expect to find peace of mind knowing their privacy and best interests are always kept in mind for each portfolio. A customer service representative is available at all times to answer any question a client may have about their investments.
Outstanding investment advice provided by First State Investment Advisors is not only available for the individual investor it is very useful for the business owner. Recommendations made by the financial advisors at First State can be applied to both business operations and tax exempt retirement plans. Assistance in starting a retirement plan such as a 401K Plan, Pension Plan, Simplified Employee Pension Plan or SIMPLE IRA can be suggested by the money managers at First State. For plans that are already in place, they will be able to evaluate and manage them. Additionally, the financial advisors at the Firm can recommend ways a business owner can improve operations to provide higher profits and positive cash flows.
Schedule an appointment with a customer service representative at the financial advisor Tulsa First State Investment Advisors. First State’s prime directive is to utilize sound investment decisions to secure an adequate financial future for its clients. This is return should produce reasonable asset growth. The Firm’s money managers always considers clients financial situation at all times to attain their financial goals. Calling First State Investment Advisors at (918) 492-1361 or going to www.firststate-ok.com today will begin this process.