Financial Advisor Tulsa | Finding An Advisor That Is Accountable

This content was wirtten for First State Investment Advisors.

If finding an advisor that is accountable is important to you, that financial advisor Tulsa is First State Investment Advisors. They have acquired experience in making investment decisions in both the stock and bond markets for over 45 years. When you schedule an appointment with the Firm at or (918) 492-1361, their extensive knowledge will be used to thoroughly evaluate your current investment assets. Subsequently, a financial plan will then which can provide for your financial future. The primary consideration at First State is always meeting the financial needs of their clients and providing excellent customer service.

Of primary importance at First State Investment Advisors is its own stock research. This is overseen by a Chartered Financial Analyst who has developed a system of predictable methods for future stock price projections. Important financial information used in this process is constantly updated for each stock. This research provides a “Gold Chip” list of select stocks that are suitable for investment in client portfolios. The high quality stocks on this list are used to maximize performance while limiting risk through diversification. First State’s clients can be provided thorough reports on their stock holdings if desired. Sample reports are available on request when you call and make an appointment.

The comprehensive financial plan that can be developed for your financial future by the financial advisor Tulsa First State Investment Advisors is aimed at attaining your long range financial goals. You will find at First State the best interest of clients is the primary concern that includes getting to know them on a personal level. So call the Firm to see the best results for the investment plan tailored for your needs.

The benefits received when appointing First State Investments Advisors to help make financial decisions is available for business owners as well as the needs of individuals. The Firm’s experienced advisors can aid business owners in deciding the benefit in starting an employee benefit plan suitable for their situation. These include Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401K Plans. Evaluation and management of established employee retirement plans can also be done at First State. Additionally, recommendations can be made to increase positive cash flows and profits by its financial advisors.

The investment decisions made by First State Investment Advisors can bring confidence with their financial advice to your financial future. The Firm’s advice is given to both individual investors and business owners who need a financial advisor Tulsa to generate a reasonable rate of total return on their assets. Schedule your confidential appointment at your convenience by contacting a customer service representative at First State on the website or calling (918) 492-1361.