Financial Advisor Tulsa | Benevolent Advice
This content is written for First State Investment Advisors.
You can be put in contact with an experience financial advisor Tulsa when calling First State Investment Advisors at (918) 492-1361 or going its website at www.firststate-ok.com. The Firm as been making investment decision for clients in both the stock and bond markets for more than 45 years. Investors that need exceptional financial planning are able to take advantage of its advisors when scheduling an appointment with a customer service representative. First State’s expertise is formulating a long range investment plan to meet its client’s needs after an exhaustive evaluation of their current financial situation so get in touch with the First State Investment Advisors today.
Unlike other financial advisor Tulsa, research is a priority at First State Investment Advisors and is used to evaluate the suitability of stocks that can be used for investment in client accounts. First State, under the supervision of a Certified Financial Analyst, has developed a variety of predictable methods which are used to forecast future stock prices of a large universe of high quality companies. Financial data is constantly monitored and updated for each stock. A list of “Gold Chip” stocks in a wide range of industries is then selected that can be included in client portfolios. This provides optimum long term growth and lower volatility through diversification. An extensive report is kept on each stock on the list and a sample can be provided on request.
First State Investment Advisors takes pride in the personal touch from the money managers and customer service clients receive. Forming the basis of this is the meaningful time spent with clients when they come to the office in order to develop reasonable expectations for their financial planning. The customer service department is also alway available to answer any questions clients may have. Now is the best time for you to contact the First State at (918) 492-1361 or going to its website at www.firststate-ok.com.
Business owners can also receive valuable investment advice from First State Investment Advisors. This financial advisor Tulsa can make recommendations in operations that would benefit profitability and positive cash flow. First State’s advisors can also suggest ways to improve employee morale, loyalty and retention through establishing retirement plans such as SIMPLE IRAs, Pension Plans, Simplified Employee Pension Plans and 401ks that can be used by any size of business. First State Investment Advisors is also able to evaluate and manage any employee benefit program in place.
Making sound financial decisions is a priority at First State Investment Advisor in order to improve the outlook for its clients future. The money managers at this financial advisor Tulsa can help investment portfolios grow for both individuals and businesses alike at a reasonable rate of total return. The recommendations made by First State can also provide a path to financial security. Call the Firm today at (918) 492-1361 or go to their website www.firststate.com and schedule an appointment.