Financial Advisor Tulsa | Active Advice
This content was written for First State Investment Advisors.
Call First State Investment Advisors at (918)492-1361 or go to firststate-ok.com if you are searching for a respected financial advisor Tulsa. Your current financial condition will be evaluated and the Company can recommend a long term financial plan. With over 45 years of experience, the money managers at First State Investment Advisors can give you sound investment advice and you will also receive outstanding customer service. The Company has compiled a list of “Gold Chip” stocks as a result of its comprehensive research department. The quality stocks included on the list form a basis to build suitable client portfolios.
The financial advisor Tulsa research department at First State Investment Advisors is under the supervision of a Certified Financial Analyst and projects future stock prices using a variety predictable methods. Each company that is placed on a selected list after evaluation is included in a well-diversified portfolio for clients. This provides volatility reduction and portfolio growth potential that is above average. The extensive research is used in compiling a study on each stock invested in and First State Investment Advisors makes them available to clients. A status report on client’s portfolios is delivered quarterly. Clients also have constant access to their portfolios through Charles Schwab who is custodian of the assets.
Sound financial advice can not only be given to individual investors by can also be given to business owners by a financial advisor Tulsa. First State Investment Advisors can recommend improvements in asset management to improve profitability and increase positive cash flow. The Company can also help the business owner in setting up employee retirement plans such as Pension Plans, 401k Plans, SIMPLE IRAs and Simplified Employment Pension Plans. If a business already has employee retirement plans in place, First State Investment Advisors can also evaluate this plans and manage them for above average long term growth.
To secure reasonable long term growth for the individual investor, First State Investment Advisors can develop a comprehensive investment plan. The Company’s clients can expect exceptional customer service and are provided quarterly reports on their portfolio positions and performance. The portfolio is constantly monitored for privacy and security. The assets in client portfolios are maintained by Charles Schwab who allows 24 hour electronic access. The prime objective at First State Investment Advisors is to give each client a personal touch. Call today (918)492-1361 or go to firststate-ok.com to begin your road to a sound financial future.
A First State Investment Advisor financial advisor Tulsa representative is available when you request to schedule an evaluation of your financial assets by going to firststate-ok.com or calling (918)492-1361. The main concern at the Company is to keep in mind the best interest of clients. To furnish deliver a reasonable rate of return on client investments over the long term is also a primary objective. Clients should be comfortable that assets in portfolios are suitable investments. Bring peace of mind to your financial future by calling today to make an appointment.