Financial Advisor Tulsa | Educated Advice
This content was written for First State Investment Advisors.
Have you been diligently searching for an financial advisor Tulsa that can give you first class investment advice? The one to schedule an appointment with is First State Investment Advisors by contacting them at www.firststate-ok.com or calling (918) 492-1361. The money managers at First State will use their over 45 years of experience to analyze your current financial situation and develop a plan to help realize the investment goals you would like to see met. First State also prides itself in the outstanding staff which provides prompt service to every request concerning the client’s account.
First State Investment Advisors has its owned research department that is supervised by a Certified Financial Analyst who uses a variety of predicted methods to project future stock prices on a wide range of companies. From these projections comes a select list of high quality “Gold Chip” stocks chosen as suitable to include in client portfolios. It is a well diversified list determined to produce higher total return on investments as well as lower volatility. An extensive study is compiled for each selected list stock using current financial data which is made available if a client wants to know more about stocks in their portfolio. A sample of one of these reports can be made available for prospective clients if requested.
As a financial advisor Tulsa, the staff at First State Investment Advisors first goal is to make you feel comfortable when arriving at your appointment. They like to get to know you as a person along with finding out the best ways the money managers at First State can help attain your investment goals. In the end, you are going to be able to see how your money is being handled to make investments that work for you.
Not only is sound financial advice given the individual investors, First State Investment Advisors can give business owners the same service. The financial advisors at First State can show the management of a business ways to improve operational proficiency that can lead to increased positive cash flow and higher profits. Competent advice on the management of employee benefit plans is also available at the Firm in order to generate above average asset growth. A business owner exploring the possibility of starting a tax exempt employee retirement plan can get expert advice on those including Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs.
When calling the financial advisor Tulsa First State Investment Advisors at (918) 492-1361, a customer service representative is available to schedule your confidential appointment at your convenience. You can also schedule one at First State’s website www.firststate-ok.com. You can bring peace of mind for your financial future knowing the primary concern of everyone at First State Investment Advisors is making sure your comfortable that the investment decisions made on for you are always in your best interests.