Financial Advisor Tulsa | An Investment Advisor That Delivers Analytical Advice
This content was written for First State Investment Advisors.
Call First State Investment Advisor at (918) 492-1361 or go to www.firststate-ok.com if you are needing a competent and highly respected financial advisor Tulsa. At First State, there are professional money managers prepared to assess your current financial situation. They will then be able to prepare a long term financial plan that meets your future needs. Sound analytical financial advice and great customer service have been provided to clients for over 45 years in both stock and bond markets. Contact them today as many investors have and start on your journey to financial security.
Proprietary methods to evaluate a wide range of stocks have been developed by the research department of First State Investment Advisors. Projecting future stock prices is supervised by a Chartered Financial Analyst using several economic predictable methods and up to date financial data. Suitable stocks for investment in client portfolios are then selected from diverse industries to be placed on a “Gold Chip” list. These form a solid foundation for a reasonable rate of return on investments along with reduced risk from market volatility. Current information on each stock is included in extension stock reports that are available to clients. A presentation of a sample report can be requested at your scheduled appointment.
When you first meet the staff at First State Investment Advisors their goal is to get to know who you are and how best they can serve your needs. This financial advisor Tulsa has employees that have been trained to make sure you are treated with the highest level of customer service. The attention you will receive at First State is second to none and scheduling an appointment with the Firm should be a top priority.
Providing advice on forming tax exempt retirement plans for employees is available at First State Investment Advisors for business owners. These can be started by any size including Pension Plans, Simplified Employee Pension Plans, 401K Plans and SIMPLE IRAs. Employee benefit plans can improve employee morale, loyalty and retention. The financial professionals at First State are also able to evaluate established employee benefit plans and provide management to improve total return on assets. To increase profits and positive cash flow of a business, the Firm’s advisors can suggest ways to streamline operations.
Calling a customer service representative at First State Investment Advisors at (918) 492-1361 or going to www.firststate-ok.com to schedule an appointment will connect you to the best financial advisor Tulsa. The investment advice you will receive at First State is predicated on meeting your financial goals and bringing you peace of mind. Make an appointment today with First State Investment Advisors.