Financial Advisor Tulsa | An Investment Advisor That Is Ardent
This content was written for First State Investment Advisors.
Are you looking for an ardent financial advisor Tulsa that has extensive experience in making stock market decisions? That advisor is First State Investment Advisors which has been in business for over 45 years to meet that requirement. You can experience the financial expertise at First State by scheduling a confidential appointment by call (918) 492-1366 or going to the website www.firststate-ok.com. Then you can discover the difference at the Firm and have an analysis of your investment portfolio be accomplished. A long term investment plan can then be formulated that will meet your future financial requirements.
The extensive stock research department at First State Investment Advisors uses a series of predictable methods to forecast future stock prices. The research at First State is under the supervision of a Chartered Financial Analyst who continually updates financial information on a wide variety of companies which provides a foundation on making stock market investment decisions. An investment committee then makes recommendations of high quality stocks to be included on a “Gold Chip” list which are available for investment in client portfolios. First State keeps an expansive report on stocks included on this list and these are available to clients. You can receive a sample when scheduling an appointment at First State Investment Advisors.
You can discover the difference at First State Investment Advisors the minute you begin your meeting with the Firm’s money managers. They will make you feel right at home while taking the time to completely understand your financial needs and expectations. You will also be introduced at this financial advisor Tulsa to an excellent customer service representative that is there to answer any questions you may have. Schedule an appointment today.
First State Investment Advisors also has a long history in helping business owners in areas such as employee benefit plan investments and operational efficiencies. First State has the capability to assess and manage assets in any size of tax exempt retirement plans. The Firm can also recommend which employee retirement plan such as Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs is best suited for a company to start. These plans have shown to improve an employee’s morale, motivation and retention. For business operations, First State can point out where productivity can be gained that would increase profit margins and greater positive cash flow.
Confidence can be brought to your future financial well being as a result of the investment decisions made by the financial advisor Tulsa First State Investment Advisors. The advice received is aimed to secure a reasonable rate of total return on the assets of both business owners and individuals. By calling First State at (918) 492-1361 or going to its website www.firststate-ok.com, a customer service representative is available to schedule your confidential appointment. To provide clients a comfortable financial future is the primary directive at First State Investment Advisors.