Financial Advisor Tulsa | Exceptional Advice
This content was written for First State Investment Advisors.
Are you looking for a financial advisor Tulsa where you can get sound investment advice? First State Investment Advisors is the one you should consider. Scheduling an appointment with First State’s professional money managers by calling (918) 492-1361 or at www.firststate-ok.com is where you can receive an investment portfolio evaluation. With over 45 years of experience in both stock and bond markets, the principals of the Firm can form a plan for your financial future. The customer service at First State Investment Advisors is outstanding as they always put client concerns first.
A Certified Financial Analyst has developed and maintains a stock research system at First State Investment Advisors. Unique to the industry, this system provides investment recommendations which are suitable for the portfolios of clients. To forecast future stock prices, multiple economic factors are considered when seeking a reasonable rate of total return on investments. Stocks indicated by these factors are used to construct a select list of “Gold Chip” stocks with high quality. Access is given clients to this research when they request an extensive report on stocks that are placed in their portfolios. When you schedule an appointment with First State, can sample report can be sent upon request.
Time spent with clients is the best way First State Investment Advisors can get to know them to connect with them as their financial advisor Tulsa. The first thing done when coming to your appointment at First State is understanding your situation on a personal level as well as on a financial level. A custom plan that gives you the best results possible is developed from this relationship which can meet your long range goals.
Exceptional advice from First State Investment Advisors is advantageous with both individual investors and business owners. First State can aid businesses who are considering to begin tax exempt retirement plans such as 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. The money managers at First State also have the ability to analyze and make investment decisions for existing benefit plans. Improvement in operational methods can suggested by the knowledgeable financial experts at First State Investment Advisors that could lead to higher profits and positive cash flow.
The professional money managers at First State Investment Advisors can advise you on the investment of your assets if you’ve been looking for a financial advisor Tulsa. No matter the size of your portfolio, the Firm can provide you great customer service and help attain your financial goals. Setting up an appointment is easy. Call a customer service representative at (918) 492-1361 or go to www.firststate-ok.com.