Financial Advisor Tulsa | Financial Advice For A Befitting Portfolio
This content was written for First State Investment Advisors.
Anyone looking for a highly respected and competent financial advisor Tulsa can contact First State Investment Advisors by calling (918 ) 492-1361 or going to its website at www.firststate-ok.com. First State’s financial experts are there to assess your current portfolio assets and to give you advice that is designed to improve your long term outlook financially. The Company has provided these services for over 45 years and with that extensive experience has developed an excellent research department which provides many investment opportunities.
The stock research department at First State Investment Advisors employs a system in which a variety of predictable methods have been used to predict future stock prices for a wide range of stocks from multiple industries. A Chartered Financial Analyst is constantly maintaining and upgrading this system. From this pool of stocks a list of “Gold Chip” high quality securities are chosen for their suitability for client portfolio investment. This diversified list produces lower volatility and above average rate of total return when included in client portfolios. First State’s clients can request an exhaustive stock report on any of their portfolio positions.
An important thing that distinguishes First State Investment Advisors from any other financial advisor Tulsa is the relationship it develops with you. First State will listen to your financial goals and aspirations in order to develop a customized investment plan to meet them. The Company’s customer service representatives are also second to none and have a wealth of experience with which they can meet the needs of their clients to ensure they are comfortable in any situation.
First State Investment Advisors can give exceptional advice to not only the individual investor but can provide it to business owners as well. The formation of employee retirement plans for a business is one aspect in which First State can be of assistance. These benefit plans such as a 401K Plan, Pension Plan, Simplified Employee Pension Plan and SIMPLE IRAs can lead to improved employee loyalty, morale and motivation. The Company’s money managers can also review plans that may already be in place. To improve the financial outlook for the business itself, First State Investment Advisors has suggestions on ways to improve productivity and positive cash flow.
The investment decisions made by the money managers at First State Investment Advisors are always done in the best interests of their clients. The comprehensive investment plan you can receive at this financial advisor Tulsa is developed to secure a sound financial future. So to begin this process call a customer service representative at (918) 492-1361 or go to the First State’s website at www.firststate-ok.com and schedule an appointment today.