Financial Advisor Tulsa | An Investment Advisor That Is Exemplary
This content was written for First State Investment Advisors.
Are you in need to work with a financial advisor Tulsa to improve your financial outlook? That would be First State Investment Advisors The Firm has been meeting the expectations of its clients for over 45 years. You can schedule an appointment with an expert money manager at www.firststate-ok.com or call (918) 492-1361 who will evaluate your current financial assets. They will then delve with you into your future financial needs and lay out a reasonable plan to meet them. Along with the interaction, you will be impressed with the excellent staff at First State which provides outstanding customer service.
Satisfying the investment needs of First State Investment Advisors clients is accomlished by its own stock research department which is headed by a Chartered Financial Analyst. This research forecast future stock prices for a host of companies by using multiple predictable methods. From these a diversified list of “Gold Chip” stocks is selected which meet the high standards needed for inclusion in client portfolios. They have been chosen because of the potential of above average price appreciation while limiting downside risk. Upon request, clients can receive a lengthy report on each stock in their investment portfolio. Anyone you will schedule an appointment with First State can be sent a sample stock report.
Unlike many other financial advisor Tulsa, First State Investment Advisorswil take the time needed to actually get to know you personally and your future financial requirements. This is a prerequisite in making investment decisions suitable for investments made in their portfolio. First State also likes to have clients meet the customer service staff who have extensive experience in meeting any needs they may have as promptly as possible.
Investment and operational recommendations can also be made for a business owner by First State Investment Advisors. First State’s retirement department experts can explain several tax exempt benefit plans such as 401k Plans, Pensions Plans, Simplified Employee Pension Plans and SIMPLE IRA Plans and their advantages for employers wanting to provide them for employees. The financial advisors at the Firm can also appraise and manage those that are already in existence. On the business operational side, ways to improve productivity can be suggested that could increase positive cash flow and profits.
You can have confidence in knowing your long range financial requirements will be met by the financial advisor Tulsa First State Investment Advisors. When you make a confidential appointment by calling (918) 492-1361 or going to the website www.firststate-ok.com, it will be demonstrated by the financial experts at First State the possibilities of having a satisfactory reasonable rate of return on your investments. Come and experience the personal touch you will receive at First State Investment Advisors.