Financial Advisor Tulsa | Beneficial Advice
This content was written for First State Investment Advisors.
Go to the website of First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361 if you are looking for a competent and highly respected financial advisor Tulsa. A complete evaluation of your investment portfolio will be done experienced money managers in order to recommend a plan to improve your long term financial outlook. First State has provided clients for over 45 years sound financial advice and outstanding customer service. Above average portfolio performance for client’s has come from research and depth of knowledge in a selection of high quality stocks.
At First State Investment Advisors we make sure to get to know you and make you feel like family. As a financial advisor Tulsa, First State strives to take care of not only your money but will help in any other way possible. The Firm likes to take as much time as possible to discover your investment goals for the long term. Come to First State Investment Advisors today to begin your road to financial well-being.
The head of research at First State Investment Advisors is a well-qualified Certified Financial Analyst who constantly maintains current financial information used to evaluate a wide range of stocks using various predictable methods developed by this financial advisor Tulsa. A select group of high quality stocks is then chosen to be included on a “Gold Chip” list of high quality stocks. Chosen from this list are stocks deemed suitable for client accounts in order to develop a diversified portfolio with lower volatility and provide a reasonable rate of total return. First State provides clients with in depth stocks reports for those in their portfolio if requested. You can receive a sample report if wanted by contacting First State Investment Advisors.
In addition to individual investors, First State Investment Advisors can meet the needs of business owners. First State can make recommendations concerning the operations of a business in order to improve profitability and positive cash flow. The Firm’s investment advisors can also suggest ways business owners can improve employee loyalty, morale and retention with retirement benefit plans. These can include the formation of Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401k Plans. An unbiased assessment of assets in plans already established can be completed and ways to improve their performance can be proposed.
First State Investment Advisors always keeps the best interest of clients in mind unlike some financial advisors Tulsa. A customer service representative is available to schedule a confidential appointment by calling (918) 492-1361. First State can also be contacted by going to its website at www.firststate-ok.com. The primary mission of the Firm is to provide clients professional financial advice that results in a reasonable rate of total return on assets to meet their expectations and bring peace of mind.