Financial Advisor Tulsa | Ethical Advice
This content was written for First State Investment Advisors.
Anyone needing advice from a financial advisor Tulsa should look into First State Investment Advisors. The professional money managers at First State are able to assess the investment assets you have presently when you schedule an appointment by calling (918) 491-361 or going to the website www.firststate-ok.com. Using their over 45 years of experience, they will also recommend a plan to meet any future financial goals presented to them. You will also meet the entire staff at the Firm who provide outstanding customer service. You can rest assured that the needs of clients will always come first at First State Investment Advisors.
First State Investment Advisors has developed an unique research department that produces suitable investment recommendations for clients. To provide portfolios with a reasonable rate of total return, future stock prices are forecast using multiple predictable methods. The department is overseen by a Certified Financial Analyst who maintains a selected list of high quality “Gold Chip” stocks that uses portfolio diversification to reduce investment risk. Clients can request an comprehensive report on each stock in their portfolio so that they may become comfortable with their assets. You can request a sample report when making your appointment with First State.
In order to design a custom investment plan for you, the staff at First State Investment Advisors will spend as much time as it takes to get to know you and what your financial objectives ares. This separates it from other financial advisor Tulsa. You will always know what companies you’re invested in and know exactly where your money is going. The customer service department at First State also will always be available to answer any questions you may have.
Business owners can also get advice at First State Investment Advisors in areas such as operations and employee benefit plans. The experiences money managers at the Firm can suggest the employee retirement plan, such as 401K Plans, SIMPLE IRAs, Pension Plans or Simplified Employee Pension Plans, which is best suited for a business. These tax exempt plans can boost morale and reduce employee turnover. They can also review current plans and demonstrate how they may be able to provide a better return on investment. The financial advisors at First can also make recommendations on changes that can be made to a business operations model to increase profitability and positive free cash flow.
The time is now to contact First State Investment Advisors for a financial advisor Tulsa if you are seeking peace of mind about your financial future. First State’s superb advice that can be offered to both business owners and individual investors can bring confidence that their investment objectives can be met. A convenient appointment can be scheduled when contacting the Firm at www.firststate-ok.com or calling a customer service representative at (918) 492-1361.