Financial Advisor Tulsa | Essential Advice
This content was written for First State Investment Advisors.
For superb financial advice from a financial advisor Tulsa, contact First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361. The investment managers at the Firm have evaluated client portfolios and made recommendations for long term financial growth for over 45 years. No matter the size of your current investment assets, they will examine and present a comprehensive proposal to meet you financial goals. They will also suggest ways to begin saving for the future if you are just starting out. First State is also well known for excellent customer service so now is the best time to schedule an appointment.
Investment decisions made on stocks that meet the strict criteria for client suitability is based on high quality research done at First State Investment Advisors. The in-house research department at the Firm is supervised by a Certified Financial Analyst who estimates future stock prices on a large universe of companies using an array of economic predictable methods. A list of “Gold Chip” stocks considered suitable for client portfolios is monitored constantly and updated with current financial information. An extensive report on each of these stock is available to clients. When you make the call to schedule an appointment with First State, a sample report will be sent if requested.
If you’re an investor wanting a financial advisor Tulsa to take the time getting to know you, First State Investment Advisors is the one to choose. First State knows the importance of meeting the aspirations of its clients and helping them be attained. The personal attention received from the entire staff at the Firm is second to none.
The investment recommendations from the money managers at First State Investment Advisors can aid the financial situation of a business also. The advisors at First State can analyze the operations of a business to suggest ways to improve productivity and increase positive cash flow. The retirement experts at the Firm can also assess employee benefit plans and demonstrate ways to improve their performance. They can also help a business decide to start a tax exempt employee retirement and which would be best suited for their needs. These can be Pension Plans, 401k Plans, Simplified Employee Pension Plans or SIMPLE IRAs. Any of them can improve employee morale and retention.
If you recognize your current investments need to be handled professionally by a financial advisor Tulsa, you should consider First State Investment Advisors. This service can be provided by First State for any size portfolio. Scheduling an confidential appointment can be done at the Firm’s website www.firststate-ok.com or contacting a customer service representative at (918) 492-1361. The primary goals at First State Investment Advisors are providing excellent customer service and giving clients the satisfaction of meeting their financial needs. If you are needing competent asset management, call them today.