Financial Advisor Tulsa | Advice That Is Acclaimed
This content was written for First State Investment Advisors.
An experienced and highly respected financial advisor Tulsa you should contact is First State Investment Advisors at www.firststate-ok.com or by calling (918) 492-1361. The professional money managers at the Firm can advise you on how to achieve your long term financial goals after an assessment of your current investment portfolio. They have been giving their clients sound financial advice and great customer service for over 45 years. First State is well known in being able to use research and depth of knowledge to provide clients with suitable investments.
To evaluate high grade stocks, a system has been developed that projects future prices with a variety of predictable methods. First State Investment Advisors’ stock research department is supervised by a Certified Financial Analyst. It provides a diversified list of select “Gold Chip” stocks used by the Firm’s money managers to make investment decisions for client portfolios. The result is the production of above average total return with a reduction of volatility. A concise report on each stock in a client’s account is available to them. You can request a sample report when scheduling an appointment with First State.
The goal at First State Investment Advisors is to give each client a feeling of a personal touch. Clients of this financial advisor Tulsa can expect to have available an investment advisor or customer service representative that can answer any questions they may have concerning their portfolio. All client accounts are closely monitored to provide privacy and security to insure your comfort and financial well being at First State Investment Advisors.
First State Investment Advisors work not only with individuals but can also aid business owners. The financial advisors at the Firm can give advice to select the proper tax exempt employee benefit program to those wanting to provide this to their workers. These include 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. Established benefit plans of a business that is already functioning can be assessed and managed by the financial experts at First State. The operations of a business can also be examined and methods suggested to improve profitability and positive cash flow.
The time is now to call a customer service representative of First State Investment Advisors at (918) 492-1361 or contacting them at www.firststate-ok.com. At First State, the best interests of the client are always kept in mind at this financial advisor Tulsa. The main objective of the Firm is to provide clients with above average return on their assets and to ensure that each investment decision is suitable for their needs. Don’t hesitate to schedule a confidential appointment with First State Investment Advisors.