Financial Advisor Tulsa | Advisor for Finances
This content was written for First State Investment Advisors.
Are you in need of a financial advisor Tulsa but cannot find one that fits the needs that you are looking for? Do you have extra money that you are ready to invest for your future or for your retirement? Are you wanting to work with an advisor that will be there for you throughout the entire process of investing so you know what is going on? After reading these questions, if you could answer yes to any of them then First State Investment Advisors is the right place for you to go. You can set up an appointment with them or just give them a call to ask any questions you might have be calling (918) 492-1361.
At First State Investment Advisors there are many things that separate us from other financial advisor Tulsa such as the way we interact with our clients. At First State we view ourselves as a family and when a new client comes in we act quickly to make sure they are welcomed into the family. We put our employees through a customer service program to make sure that you will always be treated with the highest level of customer service. We know how important it is to treat people how they want to be treated and that is why we go above and beyond this. Investing can be a scary thing to begin, but that is why we work to take the scary out of it for you.
Another thing that separates First State from other financial advisor Tulsa firms that you might be looking into is the time we take to get to know who we are working with. When you first come in the door we will meet with you to get to know who you are. We will get to know you on a personal level as well as financially and what your goals are for you future. From there we will be able to design an investment plan that will be specific to what your needs are. You will be able to see exactly where your money is going and how it will be working for you.
The thing that puts us above the competition is our Gold Chip Standard stock that we only invest in. To become a Gold Chip, a top company is put through rigid evaluation process that we’ve developed to determine the very best stocks to invest in. You’ll know exactly where your money is going and what companies you’re investing in. This adds confidence that investing in Gold Chip will help you achieve the goals that you are after. You will also never have to worry that your money is going into a company that you do not want it to.
Now that you have seen some of the things that are different between First State and another financial advisor Tulsa, it should be an easy choice. We will provide you with excellent customer service that will make you leave happier than you came. You will get a custom investment plan just for you. Your money will be going into Gold Chip stock so that you can see the best results for you. To make First State your choice give us a call at (918) 492-1361.
Financial Advisor Tulsa | Advisor for Investing
This content was written for First State Investment Advisors.
Are you someone that is ready to invest their money but you cannot find a good financial advisor Tulsa that will work for you? Are you looking for someone that will treat you like a human being from the moment you walk in the door to the moment you leave? Have you been looking for someone that is local and has over 50 years experience in the business? If you are that person that is ready to invest, then you need to call First State Investment Advisors, because they will be able to help you. Their number is (918) 492-1361, and you can call them with any questions or comments that you might have regarding investing.
An important aspect that distinguishes First State State Investment Advisors from the other financial advisor Tulsa is the way that we work with our clients. We know that there is nothing more important in this business than the people that we work with. Throughout the interactions that we have either through the phone or in the office, we want to make sure that everyone of them is refreshing to you. We put our staff through training on how to treat our customers so that they can provide you with the best experience possible. Our goal is to make sure that you are comfortable and confident when you are investing with us.
Another important aspect that makes us different from other financial advisor Tulsa firms that are in Tulsa is the time that we will take to get to know you. Many firms might just see you as another number in the computer or just a name in the big book. This is not the case at First State because the first thing that we do is get to know who are clients are. We want to get to know you on a personal level as well as what place you are in financially. Once we find out what your goals are for investing we will be able to design a custom invest plan that is specific to you.
The thing that separates us from the competition is what we will be investing your money into. Our Gold Chip Standard stocks are stocks that we have decided to be at the highest level of the stock market for what we are after. We determine if a stock is Gold Chip by first taking a top company in the market and putting it through an evaluation process we have developed. If we determine that is is worthy, it will become a Gold Chip Stock and become one of the ones that we invest in. This helps give you extra confidence into where your money is going and that it is not going into a company that you do not want it to.
First State Investment Advisors is the perfect fit as your financial advisor Tulsa. You will receive the highest level of customer service so you can be happy. You will get a custom investment plan that is just for you. Your money will be going into our Gold Chip Stock so that you can possibly make more money. It would be smart to set up an appointment with us today by calling (918) 492-1361.