Financial Advisor Tulsa | Actively Advising
This content was written for First State Investment Advisors.
Looking for a highly respected financial advisor Tulsa, you should contact First State Investment Advisors by going to www.firststate-ok.com or calling (918) 492-1361. For over 45 years the money managers at First State have been making stock and bond market decisions for its clients. When making a confidential appointment with the Firm, a comprehensive review of your current financial portfolio will be completed. Then a long term financial plan can be tailored to your specific needs. You will also have available an experienced customer service staff that can serve any of your financial needs.
Proprietary methods have been developed by the research department at First State Investment Advisors to evaluate high quality stocks. A Certified Financial Analyst at First State develops and maintains a wide range of predictable economic methods that are used to project future stock prices for these stocks. Rigorous criteria is then used to select a list of “Gold Chip” stocks that are suitable for investment in client portfolios. This diversified list has the potential to produce an above average rate of total return with lower volatility. The financial information on each of these stocks is constantly updated and clients can request extensive reports from the Firm. You can request a sample report when making an appointment with First State Investment Advisors.
What separates First State Investment Advisors from other financial advisor Tulsa is its interactions with clients. Listening to our clients is the most important aspect at the Firm that allows for the development of a long term financial plan that is customized to meet their needs. Excellent customer service is also provided by First State so that clients can have the best experience possible. Its staff has been given extensive training to provide the highest level of service possible.
For business owners, both their operations and employee tax exempt benefit plans can be aided from First State Investment Advisors’ advice. The retirement experts at First State can recommend the appropriate retirement that meets their needs such as Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401K Plans. These are available for any size of business. Evaluating established employee retirement plans and managing them is also a speciality of the Firm. Profitability and positive cash flow can also be obtained from suggestions made by First State Investment Advisors to improve operational efficiencies.
Making sound investment decisions is the main priority at First State Investment Advisors in order for clients to attain a secure financial future. The goal at this financial advisor Tulsa is to provide business owners and clients with a realistic rate of total return on investments. A customer service representative can schedule a confidential appointment when you call (918) 492-1361 or go to the website www.firststate-ok.com. Exceptional customer service and sound financial advice is yours when scheduling an appointment with First State.