Financial Advisor Tulsa | Expert Advice
This content was written for First State Investment Advisors.
An investor who is in need of a competent financial advisor Tulsa should consider First State Investment Advisors. The Firm’s financial advisors have been making investment decisions for their clients for over 45 years. This includes both the stock and bond markets. You can contact First State by calling (918) 492-1361 or going the its website www.firststate-ok.com to schedule an thorough evaluation of your investment assets. You will then receive a comprehensive financial plan based on this evaluation and your expressed future financial needs. The needs of clients always come first at First State Investment Advisors so contact a customer service representative to schedule an appointment at your convenience.
First State Investment Advisors has develop extensive methods of research for stock evaluations. These are used to meet the investment needs of client’s portfolios. By using several predictable methods built by this research, future stock prices can be forecast. Stocks are then selected to form a “Gold Chip” list of diversified stocks suitable for investment in client portfolios. This diversification is used to maximize total returns are these stocks as well as limiting downside risk. A detailed report on any stock selected for investment is available to First State’s clients. A sample report can be sent to you when scheduling your appointment.
The long term financial goals of clients are developed with the comprehensive planning of First State Investment Advisors. Scheduling an appointment with this financial advisor Tulsa can be done by calling a customer service representative at (918) 492-1361 or going to the website www.firststate-ok.com. You will receive sound advice from First State which always places the financial interests of its clients first.
Business owners who wish to provide employees with retirement benefit options can be aided by First State Investment Advisors. They can choose from several investment vehicles for retirement plans such as 401k Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. The professional money managers at First State can also evaluate and manage existing employee retirement plans for any size of business. In addition, an analysis can be of a business owner’s operations from which recommendations can be made to improve finances and increase positive cash flow.
The investment decisions made by First State Investment Advisors can bring you confidence that your long range financial needs will be met. As a financial advisor Tulsa, First State has a proven history of providing a reasonable rate of total return to its clients. A confidential appointment can be scheduled with a customer service representative by calling (918) 492-1361 or visiting the Firm’s website at www.firststate-ok.com. You could be on your way to being provided sound financial advice and exceptional customer service so contact First State Investment Advisor as soon as possible.