Financial Advisor Tulsa | Assuring Advice
This content was written for First State Investment Advisors.
Searching for a respected financial advisor Tulsa. Look no further than First State Investment Advisors. By calling First State at (918) 492-1361 or going to their website www.firststate-ok.com, your current financial situation can be evaluated and a personalized financial plan can be developed for you. Sound advice has been given by the Company’s money managers for over 45 years. Outstanding customer service is also provided by First State. First State Investment Advisors specializes in investing for the long term by recommending high quality large cap stocks suitable for their clients.
A Certified Financial Analyst supervises an excellent research department at First State Investment Advisors which uses a variety of predictable methods to project the future prices of a wide range of stocks. The top companies are placed on a “Gold Chip” list of stocks which are used to build for their clients a well diversified portfolio. This portfolio is expected to provide the potential for above average stock appreciation with reduced volatility. An extensive study is produced on each investment stock like no other financial advisor Tulsa. First State makes them available to their clients and a sample report can be requested when you call (918) 492-1361 or go to www.firststate-ok.com.
Individual investors are not the only ones that can experience the sound financial advice given at First State Investment Advisors. Business owners can also benefit from recommendations from First State to increase positive cash flow and improved profitability. Business owners can also be helped by the Company in setting up employee retirement plans such as SIMPLE IRAs, Pension Plans, 401k Plans and Simplified Employee Pension Plans. First State Investment also has expertise in evaluating established employe retirement plans and manage them for above average growth over the long term.
Comprehensive financial planning for reasonable long term growth can be developed by First State Investment Advisors. Clients of this financial advisor Tulsa can look forward to outstanding customer service and their investment portfolio is constantly monitored for privacy and security. First State issues a quarterly portfolio report which shows their clients’ holdings and performance. To give each client a personal touch is the primary objective of First State Investment Advisors. To begin your road to a sound financial future, call First State at (918) 492-1361 or go to www.firststate-ok.com to schedule an appointment.
A customer service representative is available at First State Investment Advisors to schedule an evaluation of your financial assets. First State’s main concern is keeping the best interest of the client first in all it’s investing decisions as a financial advisor Tulsa. Clients are made to feel comfortable at the Company as their long term goals are attained with investments suitable for their portfolios. You can have peace of mind for your financial future when you schedule an appointment by calling (918) 492-1361 or going the First State Investment Advisors’ website at www.firststate-ok.com.