Financial Advisor Tulsa | Choice Advice
This content was written for First State Investment Advisors.
To improve your financial outlook, are you in need of a financial advisor Tulsa. First State Investment Advisors would be the one to contact where, for over 45 years, they have been meeting the expectations of clients. An appointment can be scheduled with an expert money manager who can evaluate your current financial condition by calling (918) 492-1361 or at www.firststate-ok.com. They will then lay out a reasonable plan to meet your future financial needs. You will also be impressed with the excellent staff at First State after the interaction you will receive with a financial advisor.
The investment needs of clients at First State Investment Advisors is being met by its own stock research department that is under the supervision of a Certified Financial Analyst. Future stock prices are forecast for a host of companies using multiple predictable methods from this research. A diversified list of “Gold Chip” stocks which meets the high standards required for inclusion in client portfolios is selected from these projections. The stocks chosen have the potential of limited downside risk and above average price appreciation. Clients are sent a lengthy reports upon request on each selected list stock in their investment portfolio. A sample report will be mailed when you schedule an appointment with First State.
First State Investment Advisors is unlike any other financial advisor Tulsa in that the future financial requirements of clients is a result of getting to know them on a personal level. Investment decisions use this prerequisite to make investments which are suitable for a client’s portfolio. Clients are also introduced to a customer service staff with extensive experience in meeting their needs as promptly as possible.
Recommendations can also be made to a business owners by First State Investment Advisors in investments as well as operations. The retirement department experts at First State can help decipher several tax exempt employee benefit plans including 401K Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs to a business wanting to provide one. The appraisal and management is also available at the Firm for a business who already has one of these plans. Ways to improve productivity on the operational side of a business can be suggested at First State Investment Advisors that could increase positive cash flow through productivity gains.
Confidence can be found at First State Investment Advisors that your long range financial requirements will be fulfilled. By contacting this financial advisor Tulsa at www.firststate-ok.com or calling (918) 492-1361, the financial experts at First State will show your the possibilities in having a satisfactory rate of total return on your investments. You can experience the personal touch received at First State Investment Advisors when scheduling your confidential appointment.