Financial Advisor Tulsa | Advice For The Ambitious Investor
This content was written for First State Investment Advisors.
First State Investment Advisors, a financial advisor Tulsa, should be reached at (918) 492-1361 or by going to its website www.firststate-ok.com to set up a confidential appointment if you need a reputable money manager. For over 45 years, First State has provided professional investment advice in both the bond and stock markets. Assistance is also given to First State’s clients by an outstanding customer service department. Come by today to have your financial assets evaluated and begin the process of planning to achieve your long term financial goals.
Investment decisions made at First State Investment Advisors’ are formed on the basis of its own unique research department. Methods have been developed over 45 years to collect data that is used to evaluate stocks. These are overseen by a Certified Financial Analyst. Through careful analyst, these methods are used to predict future stock prices. These are used to form a “Gold Chip” list of stocks from a large diversified range of stocks and industries. These are high quality stocks that are suitable for inclusion in client portfolios. This diversification can lead to lower volatility and above average return on investment. An extensive report is available to clients on each stock on the list and a sample can be sent upon request when you schedule an appointment with First State.
The interaction of First State Investment Advisors with its clients separates it from other financial advisor Tulsa. First State spends the time that is needed to get to know each one personally and discover their future financial goals. Employees that provide the Firm’s customer service also has extensive experience in handling any client problems. The staff at First State Investment Advisors goal is to make sure clients feel comfortable in their financial situation.
The personal touch investors receive at First State Investment Advisors is not limited to individuals but is also given to help business owners. The investment experts at the Firm can recommend and help establish employee retirement benefit plans such as 401k Plans, Pensions Plans, Simplified Employee Pension Plans and SIMPLE IRAs. Thes plans can improve employee productivity, morale and retention. If a business already has one of these plans, First State’s money managers can propose ways to increase the prospects of their long term growth. They can even recommend ways to improve a business’s operations that increases profitability and higher positive cash flow.
Peace of mind is a result of planning your financial future with First State Investment Advisors. This financial advisor Tulsa has the ability to manage the investment assets of business owners as well as individuals with the knowledge and competency of its money managers. First State’s outstanding investment advice and customer service makes its clients feel comfortable that their financial needs are being met. A customer service representative is ready to take your call at (918) 492-1361 to schedule an appointment or you can sign up for one at www.firststate-ok.com.