Financial Advisor Tulsa | Diverse Advice
This content was written for First State Investment Advisors.
Are you starting to plan for your retirement? Do you need to look for a competent financial advisor Tulsa to improve the results from your investment assets? The one you should consider is First State Investment Advisors. For over 45 years the money managers at First State have been making investment decisions for clients in both the stock and bond markets. No matter the size of your investment portfolio, you can schedule an appointment with First State by calling (918) 492-1361 or at their website www.firststate-ok.com. By taking advantage of the investment expertise from the Firm’s money managers, you can have a plan tailored to meet your specific future financial needs.
Investments that are considered suitable for client portfolios are developed by the research department at First State Investment Advisors. Proprietary means of stock evaluation are overseen by a Certified Financial Analyst who develops and maintains predictable methods that project the future prices of a wide range of stocks. A “Gold Chip” list is selected from a rigorous criteria that is highly diversified for inclusion in client accounts. Stocks on this list can be expected to have above average return on total investment with lower volatility. Clients have available to them an extensive report on all investments in their portfolios. You can request a sample report when scheduling an appointment with First State.
The interaction between the money managers at First State Investment Advisors and their clients is what separates them from other financial advisor Tulsa. The most important aspect at First State is listening to clients perspectives in order to generate a financial plan customized for their particular needs. Also a priority at the Firm is to provide excellent customer service to clients so that they can have the best possible experience.
The investment advice given at First State Investment Advisors can benefit business owners in both tax exempt employee retirement plans and their financial operations. The formation of employee benefit plans such as 401K Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs can be accomplished with the help of First State. The extensive investment experience at the Firm can also be used to evaluate and manage established employee retirement plans to improve performance. Suggestions can also be made at First State Investment Advisors to improve positive cash flows and profits for a business.
The main priority at First State Investment Advisors is in making sound investment decisions and attain a secure financial future for its clients. At this financial advisor Tulsa, the goal is to provide to individuals and businesses alike a realistic rate of total return on their assets. A confidential appointment can be scheduled at First State by calling (918) 492-1361 or going to www.firststate-ok.com. Now is the time to begin receiving sound financial advice and exceptional customer service at First State Investment Advisors.