Financial Advisor Tulsa | Financial Advice That Is Knowledgeable
This content was written for First State Investment Advisors.
If you have been inquiring about a financial advisor Tulsa, you should contact First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361 to schedule an appointment with a customer service representative. First State can formulate a financial plan for your long range goals after a comprehensive review of your current financial status. The Firm’s experienced money managers can use their over 45 years of experience to recommend sound financial advice for your investment portfolio. You will receive a great benefit when choosing First State Investment Advisors to make investment decisions.
First State selects investments that are suitable in meeting the needs of clients using sophisticated research on a large array of stocks. This research department is supervised by a Chartered Financial Analyst who collects and continually updates financial information . This information is used to project future stock prices utilizing several predictable methods. Those stocks deemed appropriate to include in client portfolios are placed on a select “Gold Chip” list. This list is used to produce above average price appreciation with lower volatility. First State Investment Advisors clients can request an extensive report on each of the selected list stocks. A sample report can be sent if desired when you make an appointment with First State.
The effort made by First State Investment Advisors in getting to know its clients is what sets it apart from other financial advisor Tulsa. This is the best way First State believes it can customize a financial plan for any client regardless of the size of their portfolio. The Firm strives to ensure that the experience of the interactions between staff and clients is the best possible. The experienced staff at First State Investment Advisors wants to make sure clients are pleased with the customer service.
Not only individuals but also business owners can find useful the sound advice that is received at First State Investment Advisors. The money managers at First State can recommend a tax-exempt employee benefit plan for business owners who want to set one up. These include Pension Plans, Profit Sharing Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs. The Firm can also evaluate and manage established retirement plans. Financial advisors at First State also have the ability to examine the operational aspects of a business that can be used to increase profits and positive cash flows.
The financial planners at First State Investment Advisors always make investment decisions with the best interest of clients in mind. The main objective at this financial planner Tulsa is to bring peace of mind to clients by attaining their long range financial goals through appropriate financial advice. A promising financial future can start today when you call First State’s customer service at (918) 492-1361 or contact them at www.firststate-ok.com.