Financial Advisor Tulsa | Determined Advice
This content was written for First State Investment Advisors.
Finding a financial advisor Tulsa who fits your investment needs may be difficult but the one who can help is First State Investment Advisors. The money managers at First State have been in the business for over 45 years and are highly competent to assess your portfolio assets. They will then be able to propose an investment plan that meets any concerns you may have about attaining your financial goals. Contact a customer service representative today at the website www.firststate-ok.com or call (918) 492-1361 to schedule an appointment at your convenience.
A system has been developed for the stock research department at First State Investment Advisors by a Certified Financial Analyst which projects future prices on high grade stocks using a wide range of predictable methods. Only stocks that meet the criterion of potential above average price appreciation with reduced risk are then placed on a select list of diversified “Gold Chip” stocks that can be invested in portfolios of clients. Clients of First State have access to detailed stock reports that are constantly monitored and updated for those included in their investment portfolio. Upon request, a sample report can be sent when you schedule an appointment with First State Investment Advisors.
There are many things that separate First State Investment Advisors from other financial advisor Tulsa. The primary one is the personal interaction First State has with clients to insure it is meeting their financial needs. Investment advisors at First State have the experience to ask the pertinent questions of clients to make sure their expectations are realized. Secondly, the customer service staff has been well trained to to make sure they will treated with the highest degree of respect.
Exceptional advice can be given by First State Investment Advisors to business owners as well as individual investors. The employee benefit experts at First State can help a business who decides to start a tax exempt employee retirement plans which one is best suited for their needs. These include Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs. The financial advisors at the Firm can also recommend ways to appraise and improve any benefit plan that may be in place.
The investment decisions made by the money managers at First State Investment Advisors are always made with the best interests of their clients in mind. The advice you receive from this financial advisor Tulsa is aimed to achieve the expectation of clients concerning their long term financial needs. It will be very advantageous for you to call First State and connect with a customer service representative at (918) 492-1361 or go to the Firm’s website www.firststate-ok.com to schedule an appointment and begin the process today.