Financial Advisor Tulsa | An Advisor With Exceptional Expertise
This content was written for First State Investment Advisors.
Are you an investor in need of a competent financial advisor Tulsa with exceptional expertise? The one to consider is First State Investment Advisors. You can call (918) 492-1361 or go to www.firststate-ok.com to contact them. The Firm has been making investment decisions for clients for the past 45 years in both stock and bond markets. A customer service representative can schedule your personal investment asset evaluation when you contact First State. A comprehensive financial plan can then be suggested based on this evaluation. The needs of the client are always considered at First State Investment Advisors and outstanding customer service is assured.
In order to provide suitable evaluation of stocks for client accounts, a priority is given by the research department at First State Investment Advisors to look for suitable investments. A Chartered Financial Advisor has been developing a wide range of predictable methods in order to produce a select list of high quality “Gold Chip” stocks. Current information is constantly monitored and updated for each stock on the list. This list is used to provide proper diversification for client accounts and optimal long term results with lower volatility. Extensive reports on each stock in a portfolio can be requested by clients. A sample can be sent to any prospective client who makes an appointment with First State.
The way First State Investment Advisors interacts with its clients sets it apart from other financial advisor Tulsa. A high priority at the Firm is taking the time knowing clients personal needs as well as long term monetary requirements. First State will then be able to design an investment plan that will meet their needs. You will constantly be kept informed of the progress being made to complete those needs. This will allow you to see exactly where your money is going and how it is working for you.
In addition to individual investors, First State Investment Advisors can aid business owners by suggesting a proper employee benefit plan to improve their financial status. These include SIMPLE IRAs, Pension Plans, Simplified Employee Benefit Plans and 401K Plans. This advice is available for investment opportunities useful for any size business. First State can also evaluate and improve the performance for any tax exempt employee retirement plan that a business may have. An owner’s business operations can be examined by the Firm in order to bring efficiencies that can produce greater positive cash flows and higher profitability.
Investment decisions made by the financial analyst Tulsa First State Investment Advisors brings confidence in meeting the long range financial needs of its clients. The Firm has a proven history for advising clients with a reasonable rate of total return on investments. Schedule a confidential appointment with a customer service representative by calling (918) 492-1262 or going to www.firststate-ok.com. There you can fbe provided sound financial advice to secure your security for the future.