Financial Advisor Tulsa | Esteemed Advice
This content was written for First State Investment Advisors.
An investment advisor that is a financial advisor Tulsa who is competent and highly respected is First State Investment Advisors with over 45 years of experience. They can be contacted at website www.firststate-ok.com or at (918) 492-1361 to set up an appointment at your convenience. The professional money managers at First State will sit down with you and go over the current status of your investment portfolio. This will lead to a discussion concerning your future financial needs and a long term plan to meet them will be suggested. Today is the day to start on the road to a secure future.
First State Investment Advisors maintains its own research department which is headed by a Certified Financial Analyst. Forecasts for future stock prices on high quality companies are accomplished using a wide range of predictable methods and these are maintained and updated with the most current financial data. A select group of “Gold Chip” stocks with the potential of above average price appreciation accompanied with reduced volatility are then included on a list suitable for inclusion in client portfolios. Clients can request extensive reports on stocks in which they are invested. When you schedule an appointment with First State, a sample of one of the stocks will be if requested.
The best way the money managers at First State Investment Advisors get to know their clients is the time spent with them. Getting to know them at this financial advisor Tulsa, both on a personal and financial level, is the first thing that is done. This is the best way to be able to devise a customized plan to get the best performance results possible in order to meet goals that are set. As a client, you will always be welcome to come to First State’s office for a consultation.
At First State Investment Advisors, individual investors are not the only ones that can get financial advice but that applies to business owners too. This advice can be advantageous for both business operations and employee benefit plans. The money managers at First State can assist in starting tax exempt retirement plans such as 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. If a business already have one of the plans in place, they will also be able to evaluate and manage them. Additionally, First State Investment Advisors can recommend ways for a business to improve operational efficiencies that can increase profits and positive cash flows.
Scheduling an appointment at this financial advisor Tulsa can be done by calling a customer service representative at (918) 492-1361 or going to First State Investment Advisors website at www.firststate-ok.com. First State’s prime directive is to make sound investments for clients in order to adequately provide a reasonable rate of return on their assets in order to meet their future financial needs. Today would be the best time to begin the process.