Financial Advisor Tulsa | Coherent Advice
This content was written for First State Investment Advisors.
Call First State Investment Advisors for a financial advisor Tulsa that will treat you with respect and help improve your outlook for financial security. A confidential appointment can be scheduled with First State by calling (918) 492-1361 or locating its website at www.firststate-ok.com. The firm has been providing outstanding professional money management for over 45 years. This includes both stocks bonds. Also available to assist clients is a well-trained staff that is able to answer any question an investor may have. To begin the formulation of a client oriented investment plan, get in touch with First State Investment Advisors.
Unique to the financial advisor Tulsa industry is the extensive research abilities of First State Investment Advisors. They have been used to generate multiple economic predictable methods which are overseen by a Certified Financial Analyst to provide projected future stock prices. From this research a list of suitable “Gold Chip” large cap stocks is agreed upon by the Firm’s money managers that are suitable for client portfolios. They are used to build diversified investments for clients to enjoy a higher rate of total return on investment with lower price fluxuations. A library of detailed reports for each stock on the list is available upon a client’s request.
A professional money manager at First State Investment Advisors is alway willing to take you through the process of making investment decisions for your portfolio if so desired. The clients of First State are always welcomed to schedule an appointment to come in the office and go over their investment portfolio. A quarterly portfolio performance report is sent to clients along with a list of the stocks they own and projected yearly income they are expected to receive from dividends. This will help you bring confidence that your investments are meeting goals you have set.
The financial advice Tulsa given by First State Investment Advisors is also appropriate for business owners as well as individuals. First State has the expertise in both the operational aspect of a business and employee benefit plans. Suggestions can be made by the Firm to improve finances and increase positive cash flow. The Firm’s money managers can evaluate and manage any employee retirement plan a business has in place. First State can also help if a business wants to begin a tax exempt benefit plan such as a 401k Plan, Pension Plan, Simplified Employee Pension Plan or a SIMPLE IRA. These plans are only beneficial to employees but can lead to their higher morale and loyalty.
Brighten your financial future by contacting the financial advisor Tulsa First State Investment Advisors at www.firststate-ok.com or calling (918) 492-1361. Don’t delay in bringing peace of mind by scheduling an appointment. First State believes in making clients comfortable by keeping them informed of the status of their investments and answer any questions they may have concerning their portfolio assets.