Financial Advisor Tulsa | Advice That Is Agreeable
This content was written for First State Investment Advisors.
Get in touch with a financial advisor Tulsa when contacting First State Investment Advisors at www.firststate-ok.com or calling (918) 492-1361. First State has for over 45 years been involved in the investment business. The outstanding ability at the Firm is to evaluate your investment assets and form a long range plan to help realize your financial security. Excellent stock research backs up each investment decision and you can receive first class customer service like no other in Tulsa. Contact First State Investment Advisors today to schedule a personalized review of your assets.
Extensive research has been done at First State Investment Advisors to develop a variety of proprietary predictable methods to evaluate stocks suitable for client portfolios. These methods provide a solid foundation in projecting future stock prices for many stocks in a wide range of industries. From this research, a list of high quality “Gold Chip” stocks deemed appropriate for investment in client portfolios is produced to provide a reasonable rate of return as well as diversification. The maintenance of the current financial information on each stock is done by a Certified Financial Analyst and clients can request a detailed report on each stock they are invested in. You can contact First State Investment Advisors using the Firm’s website www.firststate-ok.com or calling (918) 492-1361 to request a sample stock report.
The staff at First State Investment Advisors has the experience to make sure you feel comfortable working with us. More than any other financial advisor Tulsa, First State makes sure you are treated the way you deserve. Any questions you have about your investments is important and you are kept up to date quarterly with reports on your portfolio including performance, stock positions and expected dividend income for the year. Schedule an appointment and come see the special attention you get at First State Investment Advisors.
For business owners, First State Investment Advisors can give them several employee retirement plan options that would improve loyalty, retention and morale. These are Pension Plans, 401k Plans, Simplified Employee Pension Plans and SIMPLE IRAs. They can be started for any size of business. If a business already has retirement plans in place, the professionals at First State are able to evaluate and manage them. Recommendations can also be made by the firm to improve operational efficiencies, profitability and increase positive cash flow.
If you are in need for a competent financial advisor Tulsa why not contact the professional money managers at First State Investment Advisors by calling (918) 492-1361 or going to their website www.firststate-ok.com. First State is prepared to give the best financial recommendations no matter the size of your investment portfolio. When you contact the Firm, a customer service representative to available to schedule your confidential appointment. You can receive great care and a personal touch at First State Investment Advisors that can lead to compete satisfaction.