Financial Advisor Tulsa | Financial Advice That Is Special
This content was written for First State Investment Advisors.
For professional money management from a financial advisor Tulsa, call First State Investment Advisors for a confidential evaluation of your investment portfolio. You can schedule a session with the professional money managers at First State by calling a customer service representative at (918) 492-1361 or by going to www.firststate-ok.com. The financial advisors at the Firm will then use their over 45 years of experience in both the stock and bond markets to devise a special financial plan suited to meet your future needs. The outstanding staff at First State is waiting to help you start on the road to financial security with a detailed investment plan.
First State Investment Advisors has its own exceptional research department which is under the management of a Chartered Financial Analyst. This research projects future stock prices on a diverse group of stocks using economic predictable methods refined over many years. A select group of high quality stocks is then chosen to be placed on a “Gold Chip” list from which investments are made. Each investment decision is made on the basis of its suitability to meet the particular needs of a client’s portfolio. These investments cover several different industry sectors in order to reduce volatility and deliver an above average rate of return on assets. A comprehensive report is made on each investment stock that is available to clients upon request.
Are you looking for a financial advisor Tulsa that will treat you with respect and honesty? One that will take the time to sit down with you to understand your specific financial needs? That would be First State Investment Advisors. The main goal at First State is to invest your hard earned money so that it can grow at an above average total rate of return over a long period of time. The staff at the Firm is ready to make you feel comfortable in your decision to make it your money manager.
Investment decisions made by First State Investment Advisors can aid business owners in addition to individuals. First State can show a business owner the advantages in establishing a tax exempt employee benefit plan and recommend the one that would best suited for his company. These include Pension Plans, Simplified Employee Pension Plans, 401K Plans and SIMPLE IRAs. And of these can improve employee loyalty and retention. The money managers at the Firm can also indicate ways to improve the total return on assets with the appropriate investments. In addition, the advice can be given by the financial experts at First State Investment to improve profit margins and positive cash flows.
Calling First State Investment Advisors today can put you in touch with a competent financial advisor Tulsa. A customer service representative can schedule a confidential appointment at First State at (918) 492-1466 or www.firststate-ok.com. There you can discover comfort in knowing your financial future is in the hands of professional money managers that are constantly making the right investment decisions to meet your needs.