Financial Advisor Tulsa | Comfortable Advice
This content was written for First State Investment Advisors.
Have you been inquiring about a financial advisor Tulsa? You should contact First State Investment Advisors at (918) 492-1361 or at www.firststate-ok.com where a customer service representative is ready to schedule an appointment. The formulation of a comprehensive plan for your long range financial goals after a careful evaluation of your current assets can be accomplished at First State. The recommendations of sound financial advice for your investment portfolio by the Firm’s money managers which will use their over 45 years of experience on both the stock and bond markets. A great benefit will be received in the investment decisions made at First State Investment Advisors.
A sophisticated research department has been built at First State Investment Advisors that selects investments suitable for client portfolios from a large array of stocks. It is supervised by a Certified Financial Analyst who collects and continually monitors financial information on these investments. The projection of future stock prices is based on this information using several predictable methods. Stocks are placed on a “Gold Chip” list which are deemed appropriate for inclusion in client portfolios. The aim of this list is to produce above average price appreciation and a reduction of volatility. Clients at First State can request detailed stock reports on those that are in their portfolio. When you make an appointment with the Firm, a sample report can be sent if requested.
Getting to know clients at First State Investment Advisors is the effort that separates it from other financial advisor Tulsa. First State believes this is the best way to be able to customize a financial plan on any size a client’s investment portfolio. The best possible interaction between the Firm and its clients is an important goal also. Office staff want to ensure clients are pleased with the customer service at First State Investment Advisors.
Useful advice can be found at First State Investment Advisors for business owners along with individuals. Recommendations from First State employee benefit experts can be helpful in the set up of tax exempt plans by business owners including Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401K Plans. A business owner can also look to the Firm for a complete evaluation of existing plans and ways to improve their performance. The operational aspect of a business can be examined in order to find ways to improve profitability and increase positive cash flow at First State Investment Advisors.
Investment decisions are always made with the best interest of the client in mind by the money managers at First State Investment Advisors. This financial advisor Tulsa main objective to attain the long range financial goals of clients to bring peace of mind with appropriated advice. Starting today you can be on your way to a promising financial future at First State by calling (918) 492-1361 or at www.firststate-ok.com.