Financial Advisor Tulsa | Advice That Most Appeals To An Investor
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 that most appeals to investors. Above average portfolio performance for client’s has come from research and depth of knowledge in a selection of high quality stocks.
Head of research at First State Investment Advisors is a well-qualified Chartered Financial Analyst who is constantly maintaining current financial information used to evaluate a wide range of stocks using various predictable methods. A select group of high quality stocks is then chosen to construct a “Gold Chip” list of high quality stocks. This list provides stocks deemed suitable for client accounts. A diversified portfolio is then developed with lower volatility and provides a reasonable rate of total return. First State can provide clients with in depth stock reports for those in their portfolio. You can receive a sample report by contacting First State Investment Advisors and scheduling an appointment.
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.
In addition to individual investors, First State Investment Advisors can meet the needs of business owners. First State makes recommendations concerning the operations of a business in order to improve profitability and positive cash flow. The Firm’s investment advisors can also suggest ways to improve employee loyalty, morale and retention with retirement benefit plans. These can include the formation of Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401k Plans. An unbiased assessment of assets in plans already established can also be completed and ways to improve their performance can be proposed.
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.