Financial Advisor Tulsa | Exemplary Advice
This content was written for First State Investment Advisors.
Have you been searching for a competent and highly respected financial advisor Tulsa? That would be First State Investment Advisors whose website can be found at www.firststate-ok.com or can be called at (918) 492-1361. The Firm’s money managers can analyze your current portfolio of assets and then advise you on how to improve your financial outlook over the long term. First State has provided these service for over 45 years. Along with the excellent advice is a top notch customer service department that is always available for every need you might have that arises.
First State Investment Advisors also has developed a stock research system like no other financial advisor Tulsa that is able to forecast the future prices of a wide range of stocks employing an array of predictable economic methods. A Certified Financial Analyst constantly maintains and upgrades this system. From these stocks a select “Gold Chip” list of high quality ones suitable for investment in client portfolios is compiled. The stocks on this list are chosen because they should provide an above average rate of return with lower risk because of significant diversification. First State Investment Advisors clients can obtain an extensive report on each stock included in their portfolio. You can receive a sample report if requested when making an appointment.
The moment you walk in the door of First State Investment Advisors the staff will make you feel right at home. They will treat you with respect and take the time to get to know you on a personal level as well as a financial one. Their main objective is to know what you would like to do with your money and what level of risk you are willing to take. This will aid the money managers at First State to suggest a financial plan you will be comfortable with and made specifically of you.
A sound program for the long term prospects for business owners can also be provided by First State Investment Advisors. Employee retirement plans that have been established by a business can be evaluated and managed by the Firm. First State can also recommend and start tax exempt benefit plans for a business that will meet its needs. These can be 401k Plans, SIMPLE IRAs, Pension Plans or Simplified Employee Pension Plans. Business operations can also be analyzed by the financial experts at First State in order to improve productivity and profitability.
Investment decisions made by the financial advisor Tulsa First State Investment Advisors are always made in the best interest of its clients. When calling a customer service representative at (918) 492-1361 or going to the website www.firststate-ok.com, a comprehensive evaluation of your asset portfolio will begin. The advice given by the money managers at First State Investment Advisors primary aim is to achieve their client’s investment goals.