Financial Advisor Tulsa | An Advisor That Constantly Reviews Your Investment
This content was written for First State Investment Advisors.
First class investment advice from a financial advisor Tulsa can be found at First State Investment Advisors. Contact them today at www.firststate-ok.com or (918) 492-1361 to schedule an appointment. First State’s money managers can analyze your current financial situation using their over 45 years of experience. A plan to help realize your financial goals you would like to meet can then be developed. First State has a proud tradition of providing prompt service from an outstanding staff to meet any need a client may have about their portfolio.
The investment needs of clients at First State Investment Advisors is being met by its own stock research department that is under the supervision of a Chartered Financial Analyst. Future stock prices are forecast for a host of companies using multiple predictable methods from this research. A diversified list of “Gold Chip” stocks which meets the high standards required for inclusion in client portfolios is selected from these projections. The stocks chosen have the potential of limited downside risk and above average price appreciation. Clients are sent a lengthy reports upon request on each selected list stock in their investment portfolio. A sample report will be mailed when you schedule an appointment with First State.
First State Investment Advisors is unlike any other financial advisor Tulsa in that the future financial requirements of clients is a result of getting to know them on a personal level. Investment decisions use this prerequisite to make investments which are suitable for a client’s portfolio. Clients are also introduced to a customer service staff with extensive experience in meeting their needs as promptly as possible.
Recommendations can also be made to a business owners by First State Investment Advisors in investments as well as operations. The retirement department experts at First State can help decipher several tax exempt employee benefit plans including 401K Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs to a business wanting to provide one. The appraisal and management is also available at the Firm for a business who already has one of these plans. Ways to improve productivity on the operational side of a business can be suggested at First State Investment Advisors that could increase positive cash flow through productivity gains.
A customer service representative is available when you call the financial advisor Tulsa First State Investment Advisors to schedule your confidential appointment. One can be scheduled at your convenience at www.firststate-ok.com or calling (918) 492-1361. You can attain peace of mind knowing the primary concern of everyone at First State is your financial future. The Firm is where you can be comfortable that your best interests will always be considered.