Financial Advisor Tulsa | Advice That Is Advanced
This content was written for First State Investment Advisors.
Considering First State Investment Advisors should be a priority if you are looking for a financial advisor Tulsa. At First State there are professional money managers ready to assess your current investment portfolio of assets when you schedule an appointment at www.firststate-ok.com or calling (918) 492-1361. The Firm’s financial advisors have over 45 years of experience and your will also be provided outstanding customer service. Let them design a comprehensive financial plan for you today that will meet your future needs.
A unique and proprietary research criteria has been developed at First State Investment Advisors which is used for providing clients suitable investment recommendations in their portfolios. A Certified Financial Analyst oversees the research department and is constantly updating a variety of economic predictable methods that forecasts future prices on a wide range of stocks. Multiple factors are used to decide the high quality stocks that will be included on a “Gold Chip” used to make investment decisions. The diversification of this list limits volatility along with stocks that produce an above average total investment return. Clients have available to them research reports on these stocks in order for them to be comfortable with their investments.
A strategic program for investment in client accounts can be proposed by First State Investment Advisors after an evaluation of their current financial situation. Investments are always made in the best interest of clients by the money managers at First State. Each one is aimed at meeting the long term total return on assets which meet their expectations.
First State Investment Advisors can also advise business owners of the many benefits employees can have with the implementation of tax exempt retirement programs. The extensive knowledge money managers have at First State is essential to starting the proper benefit plan for any size of business. These include 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. With these can come improvement in employee morale, loyalty and retention. The financial advisors at the Firm can also evaluate current employe benefit plans and manage them to raise the performance of their assets. In addition, suggestions can be made at First State Investment Advisors to make operations more efficient that can increase profit margins along with positive cash flow.
By contacting First State Investment Advisors, an investor will find a financial advisor Tulsa that reduce concerns about their financial future which can contribute to peace of mind. Individual investors and business owners alike can gain confidence their investment objectives can be met as a result of the superb advice available at First State. To receive the personal touch at First State Investment Advisors, call a customer service representative at (918) 492-1361 or contact them at www.firststate-ok.com to schedule a convenient appointment.