Financial Advisor Tulsa | Extensive Investment Advice Can Be Outstanding
This content was written for First State Investment Advisors.
When you are looking for a highly respected financial advisor, get in contact with First State Investment Advisors by calling (918) 492-1361 or looking at their website www.firststate-ok.com.
This financial advisor Tulsa has money managers with over 45 years of extensive experience in assessing investments that are currently in your portfolio. They are also prepared to improve your long term financial outlook with their outstanding investment advice. The “Gold Chip” list of high quality stocks developed from extensive research at First State Investment Advisors forms a basis for a sound investment strategy.
The interaction between First State Investment Advisors and its clients is what separates it from other financial advisor Tulsa. The most important aspect for First State is listening to our clients to insure the customized long term financial plan developed for them meets their needs. The Company also strives to provide excellent customer service so that clients get the best experience possible. Our experienced employees have been trained to provide the highest level of customer service.
Stocks that are included on this select list are in several industry sectors which and this diversification reduces volatility and produces above average return on investments. The financial advisor Tulsa research department headed by a Certified Financial Analyst maintains a system which uses a wide range of predictable methods to project the future prices on these stocks. The clients of First State Investment Advisors are provided an extensive report on their individual stock investments on request. A quarterly portfolio report is also sent to the Company’s clients which includes the assets in their accounts and their performance.
Both the operations and employee retirement plans of business owners can benefit from the advice given by First State Investment Advisors. This financial advisor Tulsa can help form plans such as Pension Plans, Simplified Employee Pension Plans, Simple IRA Plans and 401k Plans. This advice can be given to any size of business. First State also has excellent experience in evaluating established employee retirement plans and managing them in the future. Suggestions from First State can improve profitability and increase the positive cash flow for business owners.
Remember, the clients best interests are also kept in mind by the money managers at First State Investment Advisors. Call today a customer service representative at (918) 492-1361 or go to the website www.firststate-ok.com to schedule a comprehensive and confidential evaluation of your investment portfolio if you are needing a financial advisor Tulsa. First State considers the suitability of each investment decision based on the clients long term financial goals. The Company’s asset managers are looking forward to meeting you.