Financial Advisor Tulsa | An Investment Advisor That Is Your Best Choice
This content was written for First State Investment Advisors.
First State Investment Advisors is a professional money manager who should be considered by any investor that needs a competent financial advisor Tulsa. First State’s financial decisions have been available for clients in both the stock and bond markets for over 45 years. To schedule a confidential evaluation of your financial assets at your convenience, a customer service representative can be reached at www.firststate-ok.com or by calling (918) 492-1361. Based on this analysis, a comprehensive financial plan can be recommended. Come feel the difference at First State Investment Advisors.
The development of its own methods to evaluate stocks has brought exhaustive stock research at First State Investment Advisors. A solid foundation to project future stock prices has been built by these methods which leads to the discovery of shares that meet the needs of clients’ investments. A diversified list of selected “Gold Chip” stocks is produced from these projections where above average price appreciation with lower volatility is optimized. The current financial data used for these forecasts is monitored and maintained by a Chartered Financial Analyst. An extension report on the stocks on this select list is published and available for clients upon request.
Investment goals for clients are created at First State Investment Advisors after this financial advisor Tulsa consults with clients to get to know their future financial requirements. First State’s clients are considered a part of its family and not just a name. The entire staff at the Firm has a desire in making clients feel comfortable in knowing their best interests are always first on the agenda.
Investment recommendations made by First State Investment Advisors can be used to help business owners. Initially, the Firm can analyze and manage all types of employee benefit plans that may be in place. A business owner can also be aided by First State when wanting to establish a tax employee retirement plan including SIMPLE IRAs, 401K Plans, Pension Plans and Simplified Employee Pension Plans. Additionally, First State Investment Advisors financial planners can recommend ways a business owner can streamline operations in order to produce greater profits and increase positive cash flow.
Letting the financial advisor Tulsa First State Investment Advisors make investment decisions concerning your financial assets will be in your best interest. A proven history in achieving a reasonable rate of total return on investments has been proven by First State for both business owners and individuals. You can start the process when you call the Firm at (918) 492-1361 or going to www.firststate-ok.com to schedule an appointment in securing the financial goals you expect.