Financial Advisor Tulsa | Bold Advice
This content is written for First State Investment Advisors.
The financial advisor Tulsa you should call for competent investment advice is First State Investment Advisors at (918) 492-1361 or you can find the Firm’s website at www.firststate-ok.com. Investment professionals at First State can use their over 45 years of experience in the stock and bond markets to evaluate your current financial situation and propose a strategic plan to meet your future financial needs. Speak with a knowledgeable customer service representative and set up a confidential appointment.
At First State Investment Advisors, stock research is of the utmost importance in making investment decisions for this financial advisor Tulsa. An evaluation protocol has been developed that is now under the supervision of a Certified Financial Advisor who is constantly updating information critical to the process of making sound financial investments. A regimented list of criteria is used to select high quality “Gold Chip” companies whose stock can be included in client assets. Portfolio diversification is also a high priority which maximizes performance and volatility. Quarterly reports are provided to clients showing their stock investments, portfolio performance and yearly dividend income.
If you are looking for a financial advisor Tulsa for the highest level of customer service, go to First State Investment Advisors website www.firststate-ok.com or call (918) 492-1361. The Firm’s personnel are trained extensively in providing straightforward answers to any questions clients may have about their investments. They also strive to make any interactions with clients a pleasant experience. Schedule appointment and discover the personal touch you receive at First State.
Other entities besides individual investors that can receive help at First State Investment Advisors are business owners. The Firm can help a business improve employee loyalty and retention by starting a tax deferred retirement plan for them. There are several to choose from including Pension Plans, Simplified Employee Pensions Plans, 401k Plans and SIMPLE IRAs. The retirement experts at First State can also analyze and manage any of these plans that may be in place. A business owner can also receive suggestions on streamlining operations from First State Investment Advisors to increase positive cash flow and profits.
Have you been needing a financial advisor Tulsa to manage your portfolio of financial assets? Look no further than First State Investment Advisors no matter the size of your portfolio. Calling a customer service representative at (918) 492-1361 or going to the website www.firststate-ok.com to schedule an appointment can be in your best interests. First State’s goal is to provide your long term financial security as well as first class customer care to bring peace of mind.