Financial Advisor Tulsa | Constant Advice
This content was written for First State Investment Advisors.
A competent and highly respected financial advisor Tulsa is First State Investment Advisors who has over 45 years of experience. To set up an appointment at your convenience with the Firm, call (918) 492-1361 or go to www.firststate-ok.com. Your current investment portfolio status will be looked at by the professional money managers at First State. A discussion can then be had on what actions can be taken that will lead to a long term plan to meet your financial needs. The steps taken to start you on the road to a secure future can begin today when meeting the staff of First State Investment Advisors.
A Certified Financial Analyst heads the stock research department that is maintained by First State Investment Advisors. Future stock prices are forecast on high quality companies which is accomplished using financial data that is constantly updated and a wide range of predictable methods. From these estimates is selected a group of “Gold Chip” stocks with above average price appreciation potential with lower volatility that are suitable for client portfolio investments. Extensive reports on stocks included in this list are available to clients who have an interest. By scheduling an appointment at First State, you can also request a sample of these stock reports.
Allocating extensive time to be spent with clients is the best way First State Investment Advisors can get to know their particular financial needs. The first thing done by this financial advisor Tulsa is to to get to know clients on both a personal and risk tolerance level. To get the best performance results possible, a customized plan is devised in order to meet their set goals. You are always welcomed as a client of First State to come into the office for a consultation on the results of your investment strategy.
Individual investors are not the only entities that get financial advice at First State Investment Advisors but that same service is available to business owners. Both business operations and employee benefit plans can be helped by this advice. First State’s money managers can advise in the start up of a tax exempt retirement plan for employees such as 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. For the business that has in place one of these plans, the Firm can assess and manage them to improve total return on investments. In addition, First State Investment Advisors can increase business profits and positive cash flow by suggesting ways to improve operational efficiencies.
You can make an appointment with a customer service representative at this financial advisor Tulsa at www.firststate-ok.com or by calling (918) 492-1361. The prime directive at First State is in making sound investment decisions in order to provide meeting your financial needs by providing a reasonable rate of total return. The best time to begin the process is today.