Financial Advisor Tulsa | Accordant Advice
This content was written for First State Investment Advisors.
If you are looking for a competent and highly respected financial advisor Tulsa, call First State Investment Advisors, Inc. at (918)492-1361. The professional money managers there are prepared to assess your current investment portfolio and provide sound advice to improve your long-term financial outlook. They have been providing clients with sound financial advice and customer service for over 45 years. First State Investment Advisors is known for their research and in depth knowledge of their selected list of “Gold Chip” stocks and other investments that may be suitable to their clients.
The stock research department is headed by a Certified Financial Analyst who has developed a system as a financial advisor Tulsa to evaluate high grade stocks which uses a variety of predictable methods to project future prices. The stocks that are selected for investment will make up a diversified portfolio of that may lead to above average growth potential as well as reduce volatility. First State Investment Advisor clients are able to request a study of each stock in their portfolio and are provided a quarterly portfolio report. Client assets are maintained with Charles Schwab and portfolio positions may also be accessed on a constant basis electronically. A call today to (918)492-1361 could lead to an improved financial future.
As a financial advisor Tulsa, First State Investment Advisors not only work with the individual investors, the company can provide financial advice to business owners who may wish to develop 401K plans, Pension Plans or Simplified Employee Pension Plans for individual employees. The advisers can also provide evaluations on current employer funded employee retirement plans and manage plan assets. The company can also provide employers with recommendations to improve their cash flows and financial stability. Call (918)492-1361 to schedule an appointment.
For the individual investor, First State Investment Advisors provides a sound plan for long term financial security. With access to up-to-the-minute financial information on each portfolio investment, clients can be assured their assets are carefully maintained. Customer service is also always available for clients who have questions concerning their portfolios. The company wants to give each client the feeling of a personal touch. We constantly monitor each of our client accounts account in order to insure security and privacy. First State Investment Advisors is ready to furnish clients any information they may need to stay in control of their financial well-being. All that is needed to get started is a call to (918)492-1361.
So call a financial advisor Tulsa at (918)492-1361 to schedule a careful evaluation of your current financial position. First State Investment Advisors always keep the best interest of their clients in mind. The company’s main objective is to provide sound investment advice to give clients a reasonable rate of return on their assets and a secure future. Each investment is made to insure they are suitable to our client’s financial situation. Our investment advice is predicated on your financial goals and to bring ease of mind in the assets your own.