Financial Advisor Tulsa | Atypical Advice From A Financial Advisor
This content was written for First State Investment Advisors.
Call First State Investment Advisors at (918) 492-1361 or go to www.firststate-ok.com today if you are requiring a professional money manager with atypical advice for your financial assets. This financial advisor Tulsa can provide a comprehensive review of your current financial status and formulate a financial plan for your long range goals. With over 45 years of investment knowledge, First State’s experienced money managers can recommend for your investment portfolio sound financial advice. The Company uses sophisticated research on stocks and bonds to develop investments suitable to meet the needs of its clients.
This research department at First State Investment Advisors is done under the supervision of a Chartered Financial Analyst who collects, maintains and continually updates financial information used to project future stock prices. The stocks deemed appropriate for investment by First State are used to develop a “Gold Chip” selected list that provides proper diversification which lowers portfolio volatility and improves stock price appreciation. First State issues quarterly portfolio reports to clients showing their investments, performance and expected dividend income.
At First State Investment Advisors, what makes us different from the other financial planner Tulsa is the effort made in getting to know clients and their financial needs. First State believes that is the best way to customize a financial plan that meets their expectations. The Company wants to make sure the interactions between clients and its staff is the best experience possible.
The staff at First State Investment Advisors have extensive experience in making sure clients are pleased with their customer service.
Sound financial planning from First State Investment Advisors can not only be given to individuals but can also be useful for business owners. Money managers at First State are able to help set up employee retirement plans including 401k Plans, Simplified Employee Pension Plans, Pension Plans and SIMPLE IRA Plans. First State can also evaluate established retirement plans and manage the plans for a reasonable rate of total return. The Company can also give suggestions to business owners in ways to increase their positive cash flow and profitability.
The best interest of the clients are always considered by the money managers at First State Investment Advisors. The providing of appropriate financial advice to clients is the main objective of financial planner Tulsa. This is aimed to bring peace of mind to clients by attaining their long range financial goals. You can start a promising financial future by contacting a customer service representative at (918) 492-1361 or going to www.firststate-ok.com.