Financial Advisor Tulsa | Adaptable To Your Needs
This content was written for First State Investment Advisors.
Look no further First State Investment Advisors if you are searching for a respected financial advisor Tulsa. You current financial situation can be evaluated and a personalized financial plan developed for you by calling First State at (918) 492-1361 or going to the website www.firststate-ok.com. The money managers at the Firm will give you sound investment advice utilizing their 45 years of experience in both the stock and bond markets. You will also get outstanding customer service available at First State. Investing for the long term by recommending high quality large cap stocks suitable for clients is a specialty at First State Investment Advisors.
The excellent research department at First State Investment Advisors is supervised by a Certified Financial Analyst. To project the future prices of a wide range of stocks, a variety of economic predictable methods are used. A list of “Gold Chip” stocks is produced when top companies which are suitable for client portfolios are chosen. The companies are well diversified and have the potential for above average stock price appreciation with a reduction in volatility. Each investment stock is covered with an extensive study that is available to First State’s clients. A sample of these studies can be sent to anyone that schedules an appointment with First State Investment Advisors.
Investors that are searching for a financial advisor Tulsa can profit with comprehensive financial planning from First State Investment Advisors. When you become a client of First State, you can also look forward to outstanding customer service and have your investment portfolio constantly monitored for privacy and security. Giving each client a personal touch is a primary objective at the Firm.
Sound financial advice can be given to other entities in addition to individual investors at First State Investment Advisors. These can include business owners who can also benefit from First State recommendations for improving their operations which would increase profitability and positive cash flow. They can also be helped when the Firm’s money managers can help set up tax exempt employee benefit plans such as Pension Plans, Simplified Employee Pension Plans, 401K plans and SIMPLE IRAs. To attain above average long term growth for a business that already has employee retirement plans, First State Investment Advisors has the expertise to evaluate and manage them.
First State Investment Advisors has available a customer service representative to schedule and evaluation of your investments. As a financial advisor Tulsa, First State always keeps the best interests of the client first in all it’s investing decisions. The clients of the Firm are made to feel comfortable as long term goals are met with suitable investments in their portfolio. Peace of mind can be yours when scheduling an appointment by calling First State Investment Advisors at (918) 492-1361 or going to www.firststate-ok.com.