Financial Advisor Tulsa | Acuminous Advice
This content was written for First State Investment Advisors.
If you are an investor requiring professional money management by a financial advisor Tulsa, call First State Investment Advisors at (918)492-1361 or go to firststate-ok.com. The Company can assist you in forming a long range financial plan after a comprehensive review of your current financial situation. The experienced money managers have over 45 years of investment knowledge to provide sound financial advice on your investment portfolio. Extensive research on stocks and bonds using sophisticated predictable methods had led to the development of a selected list of “Gold Chip” suitable for client portfolios.
The stock research department at First State Investment Advisors is under the supervision of a Certified Financial Analyst who collects and maintains financial information required to continually update projected future prices of high quality stocks with help from a financial advisor Tulsa. The stocks deemed appropriate to be included for client investment provide industry diversification which results in lower volatility and above average price appreciation. First State Investment Advisors provides clients with quarterly portfolio reports on investment, performance and dividend income expectations. The custodian of these account is Charles Schwab and can be accessed electronically at all times.
First State Investment Advisors not only provides services to the individual investor but can also give sound advice to business owners as a financial advisor Tulsa. Advisors at the Company can help in starting employee retirement plans such as 401k Plans, Pension Plans, SIMPLE Plans and Simplified Employee Pension Plans. If retirement plans are already in place at your company, First State Investment Advisors can evaluate the investment in those plans and supply outstanding management. Advice can also be given by the Company on improving business operations to increase positive cash flow. Call a customer service representative at (918)492-1361 or go to firststate-ok.com to set up an appointment.
A comfortable sound financial future for investors is the primary goal of First State Investment Advisors utilizing a long term plan. Client assets are carefully maintained with up to date financial information on each stock in their portfolios. The Company’s advisors are prepared to answer all questions clients may have on their investments at all times. A customer service representative is also always available to provide a personal touch for clients who may have needs to be meet and they also constantly monitor each account for privacy and security. You can get started today on enhancing your investment performance by scheduling an appointment at firststate-ok.com or calling (918)492-1361.
An investor can be assured that their best interests are always considered when consulting the financial advisor Tulsa managers at First State Investment Advisors. The Company’s objective is to provide investment advice best suited for each client and secure a reasonable rate of return on their assets for a sound financial future. Investment decisions made by the Company are to give clients peace of mind while also considering their long term financial objectives. By calling First State Investment Advisors today at (918)492-1361 or going to firststate-ok.com, you can start realizing your secure financial future.