Financial Advisor Tulsa | Better Advice
This content was written for First State Investment Advisors.
Anyone who is need for a financial advisor Tulsa should get in touch with First State Investment Advisors at its website at www.firststate-ok.com or by calling (918) 492-1361 to take advantage of their professional money management. When scheduling a appointment you can receive a comprehensive evaluation of your current investment assets. The financial advisors can then use their over 45 years of experience in both the stock and bond markets to formulate an attainable financial plan for your future financial needs. A customer service representative is available at First State to schedule your appointment.
First State Investment Advisors is uncommon for a financial advisor Tulsa in that is has developed extensive research capabilities in evaluating a great range of high quality stocks. The research, which is developed and maintained by a Certified Financial Analyst, uses multiple economic indicators to maximize portfolio diversification and project future stock prices. A list of “Gold Chip” stocks is then selected for their suitability to be included in client portfolios. The list also ameliorates investment risk while providing opportunity for above average total return on investments. A sample of an extensive report for each stock on the selected list is available on request when calling First State for an appointment.
There are many things at First State Investment Advisors that separate it from other financial advisor Tulsa. One such way is the interaction between the Firm’s employees and its clients. First State is known for its high level of customer service and that you will be treated with the utmost respect. No question concerning your investments is unimportant and any financial advice you might need will be met. Schedule an appointment today and begin experiencing the difference at First State Investment Advisors.
Not only individual clients catered to at First State Investment Advisors but business owners as well. First State can give them advice in providing tax deferred investment opportunities for employees by initiating employee retirement plans such as SIMPLE IRAs, 401k Plans, Pension Plans and Simplified Employee Pension Plans. These can lead to employee retention, morale and loyalty to a business owner. If a business already has a employee retirement plan in place, First State Investment Advisors can evaluate and manage its investments. The Firm is also able to suggest ways to improve business operation efficiencies for increased profits and positive cash flows.
Now is the time to allow First State Investment Advisors to bring you peace of mind by putting your financial assets in order. Individual investors and business owners alike can use First State Investment Advisors as a financial advisor Tulsa to attain their reasonable investment objectives. A customer service representative will set up a confidential appointment when you call (918) 492-1361 or go to the website www.firststate-ok.com. You will experience an unique investment perspective and outstanding customer service.