Financial Advisor Tulsa | Fair Advice
This content was written for First State Investment Advisors.
Any investor who is in need of a financial advisor Tulsa should get in touch with First State Investment Advisors. The professional money managers at First State have the advantage of over 45 years of experience in both the stock and bond markets. Investors can schedule an extensive evaluation of their financial assets by going to the Firm’s website at www.firststate-ok.com or calling (918) 492-1361. The advisors at First State can recommend sound financial advice based on the future needs of their clients. Please contact a customer service representative to experience the excellent service that can be provided by First State Investment Advisors.
A priority at First State Investment Advisors is maintaining an exceptional research department that evaluate stocks that provide suitable investments in client portfolios. The Certified Financial Analyst at this financial advisor Tulsa has developed a wide range of predictable methods in order to produce a selected list of high quality stocks. This “Gold Chip” list of stocks is constantly updated with current economic data and is used to provide proper diversification and optimal long term results for clients. An extensive report on each of these stocks is available for all of First State’s clients. For those who schedule an appointment with First State Investment Advisors, a sample report can be sent on request.
By setting up an appointment with First State Investment Advisors, you will receive sound financial advice in order to realize your investment goals. Clients experience a personal touch at First State from both the financial advisors and the customer service staff. It’s of the utmost importance to them to understand your financial aspirations and answer any questions no matter how trivial. Now is the time to give them a call at (918) 492-1361 or going the Firm’s website at www.firststate-ok.com
Business owners can also take advantage of the advice given by First State Investment Advisors concerning employee benefit plans. Retirement benefit experts at First State can recommend the most appropriate plan for a business such as 401k Plans, Pension Plans, Simplified Employee Pension Plans or SIMPLE IRAs. This advice is available for any size of business. Benefit plans that are already in place also can be analyzed and managed by First State. The operations of a business can also be examined be examined and suggestions can be made by the Firm’s financial advisors in order to improve positive cash flow and profitability.
The priority at First State Investment Advisors is to build confidence in your financial future with sound advice from this financial advisor Tulsa. A customer service representative at First State and schedule an appointment when you call (918) 492-1361 or go to the website www.firststate-ok.com. The appointment will start a process by which the financial advisor at the Firm can build an asset portfolio that should provide a reasonable total rate of return. The goal at First State Investment Advisors is to meet or surpass their clients expectations.