Financial Advisor Tulsa | Advice That Is Alluring
This content was written for First State Investment Advisors.
Go to the website of First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361 if you are looking for a competent and highly respected financial advisor Tulsa. A complete evaluation of your investment portfolio will be done by experienced money managers from which they can recommend a plan to improve your long term financial outlook. First State has provided clients for over 45 years sound financial advice and outstanding customer service. Above average portfolio performance for client’s has come from research and depth of knowledge in a selection of high quality stocks.
Research is a priority at First State Investment Advisors and is used to evaluate the suitability of stocks that can be used for investment in client accounts. First State has developed under the supervision of a Certified Financial Analyst a variety of predictable methods which are used to forecast future stock prices covering a large universe of high quality companies. Financial data for each stock is constantly monitored and updated. A list of “Gold Chip” stocks in a wide range of industries is then selected that can be included in client portfolios. This list provides optimum long term growth and lower volatility through diversification. An extensive report is kept on each stock on the list for clients and a sample can be provided on request.
At First State Investment Advisors, we make sure to get to know you and make you feel like family. As a financial advisor Tulsa, First State strives to take care of not only your money but is ready to help in any other way possible. The Firm likes to take as much time as possible to discover your investment goals for the long term. Come to First State Investment Advisors and begin your road to financial well-being.
Business owners can also receive valuable investment advice from First State Investment Advisors. The Firm’s financial experts can make recommendations in operations that would benefit profitability and positive cash flow. First State’s advisors can also suggest ways to improve employee morale, loyalty and retention with the establishment of retirement plans such as SIMPLE IRAs, Pension Plans, Simplified Employee Pension Plans and 401K Plans. These can be used by any size of business. First State Investment Advisors is also able to evaluate and manage any employee benefit program that may be in place.
First State Investment Advisors will always keep the best interest of clients in mind unlike some financial advisors Tulsa. A customer service representative is available to schedule a confidential appointment when you call (918) 492-1361. First State can also be contacted by going to its website www.firststate-ok.com. The primary mission of the First State Investment Advisors is to provide clients professional financial advice that results in a reasonable rate of total return on assets in order to meet their expectations and bring peace of mind.