Financial Advisor Tulsa | Advice Aboveboard
This content was written for First State Investment Advisors.
Anyone who is looking for sound financial advice from a financial advisor Tulsa should contact First State Investment Advisors at (918) 492-1361 or www.firststate-ok.com. The professional money managers at the Firm will be available to evaluate your current investments when you schedule a confidential appointment. The financial advisors at First State have over 45 years of experience in making sound decisions for their clients. A further consideration is the outstanding customer service provided to investors. So contact today First State Investment Advisors and let them design a personal financial plan to meet your needs.
At First State Investment Advisors, a research department has been developed that is unique to the industry that produces suitable recommendations for client investments. Multiple economic factors are used to forecast future stock prices and deliver a reasonable total rate of return in client portfolios. The department is overseen by a Certified Financial Advisor who maintains a list of a select group of high quality “Gold Chip” stocks that provides diversification which lowers investment risk. Clients can be made to feel comfortable with their investments though maintaining a comprehensive report on all stocks on this list which are available on request. When scheduling an appointment with First State, a sample report can be sent to you.
A strategic financial plan can be provided by this financial advisor Tulsa after an evaluation by First State Investment Advisors money managers of your financial needs. This proposal will recommend a program to meet you expectations of a reasonable rate of total return on your accumulated wealth. The financial advisors at First State always keeps in mind the best interests of their clients and believe they will be able to provide them a secure financial future.
The financial advisors at First State Investment Advisors also has the expertise to advise business owners on their business operations as well as their employees’ retirement benefit plans. The money managers have the ability to recommend the appropriate tax exempt employee retirement plan that should be started by a business including Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401K Plans. They will also be able to review and manage current employee benefit plans that are already in place. These plans can increase morale, loyalty and retention of employees. Suggestions can also be made to an owner in regard to his business model itself to improve profits and positive cash flows.
If you are an investor seeking peace of mind from a financial advisor Tulsa, now is the time to schedule an appointment with First State Investment Advisors. Your investment objectives can be met by the money managers at First State through superb superb financial advice A convenient appointment can be planned when you contact a customer service representative at (918) 492-1361 or by going to www.firststate-ok.com. You will be pleased with the personal touch you will receive at First State Investment Advisors.