Financial Advisor Tulsa | Capable Advice
This content was written for First State Investment Advisors.
A highly respected and competent financial advisor Tulsa can be contacted at First State Investment Advisors by calling (918) 492-1361 or by going to the website www.firststate-ok.com. The money managers there are available to evaluate your current portfolio investments and suggest ways to improve your long term financial outlook. Both sound advice and exceptional customer service has been provided by First State for over 45 years. The firm is well known for is depth of knowledge for both stock and bond markets and for making appropriate investment decisions.
A well-qualified Certified Financial Analyst is the head of research at First State Investment Advisors and has developed and maintains various predictable methods using up to date financial information on a diverse range of stocks. This financial advisor Tulsa uses these predictable methods to project their future stock prices. From this research a list of select high quality “Gold Chip” stocks from many industries are deemed suitable for investment in client portfolios. They are also selected to produce above average growth and reduce volatility. Clients can receive in depth reports on each stock included in their portfolio. A sample report can be sent to you upon request when you schedule your appointment with First State.
On thing that separate First State Investment Advisors from other financial advisor Tulsa is the special touch each client receives. The professional advisors at First State take the time to get to know you both personally and financially. The Firm’s customer service representatives also are trained to treat clients with the respect they deserve. Call them at (918) 492-1361 or you can go to www.firststate-ok.com to schedule an appointment.
First State Investment Advisors not only meets the needs of individual clients but also the owners of a business. First State’s financial advice is useful in improving the asset utilization of a business in order to increase productivity and higher profit margins. The money managers at the Firm can also give an unbiased assessment and management proposal of a business’s employee benefit plan. They can also recommend tax exempt retirement plans for a business owner who wants to begin one such as SIMPLE IRAs, 401k Plans, Pension Plans and Simplified Employee Pension Plans. Now is a great time to begin to improve your business operations and employee morale.
So contact a customer representative today and schedule an appointment the financial advisor Tulsa firm First State Investment Advisors by going to its website www.firststate-ok.com or calling (918) 492-1361. The clients at First State always have their best interests come first. The Firm’s ultimate goal is to provide clients a reasonable rate of return on their investments while also giving great customer service that lead to their financial well being.