Financial Advisor Tulsa | Befitting Advice
This content was written for First State Investment Advisors.
First State Investment Advisors as a financial advisor Tulsa should be called at (918) 492-1361 or by going to its website www.firststate-ok.com to schedule a confidential appointment if you need a reputable money manager. For over 45 years, First State has provided professional investment advice in both the stock and bond markets. Assistance is also given to First State’s clients by an outstanding customer service department. Come by today to have your financial assets evaluated and begin the process of planning to achieve your long term financial goals.
First State Investment Advisors is unique among financial advisor Tulsa in that is has built an extensive research platform to evaluate investments that are suitable for client accounts. A Certified Financial Analyst oversees the research that has generated a variety of economic predictable methods to project future stock prices used for client portfolio investment decision making. An extensive report is maintained on stocks that are included on a “Gold Chip” select of high quality included in portfolios. Clients can request a report on each of their investments and a sample can be sent to anyone interested on request.
The interaction First State Investment Advisors with clients separates it from other financial advisor Tulsa. First State spends as much time that is needed to get to know each one personally and to what your future financial goals are. Employees that provide the Firm’s customer service also has extensive experience in handling any problems clients may have. Everyone at First State Investment Advisors has a goal of making sure every client feels comfortable with their financial situation.
Business owners can also get superb financial advice from First State Investment Advisors who can discuss a range of topics such as operational efficiency and employee benefits. Advisors at First State can evaluate and manage employee retirement plans that are in place or can recommend how to them. These can include 401s, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. The business owners can be rewarded with employee morale, loyalty and retention with the investment and growth in these plans. On the operational side, First State Investment Advisors can suggest ways to improve productivity and increase positive cash flows.
Peace of mind can be a result the planning of your financial future with First State Investment Advisors. This financial advisor Tulsa can manage the investment assets of business owners as well as individuals with the knowledge and competency of its money managers. First State’s outstanding investment advice and customer service makes its client feel comfortable that their financial needs are being met. A customer service representative is ready to take your call at (918) 492-1361 to schedule an appointment or you can sign up for one at www.firststate-ok.com.