Financial Advisor Tulsa | Finding An Expert Investment Advisor
This content was written for First State Investment Advisors.
You will be introduced to an adept financial advisor Tulsa when contacting First State Investment Advisors through its website at www.firststate-ok.com or calling (918) 491-1361 to schedule an appointment. Extensive experience of over 45 years in both the stock and bond markets is available at First State. This knowledge is put to use to evaluate your current financial investments and then put together a plan based upon your long term needs.
First State Investment Advisors has a productive research department whose primary function is to analyze financial data on a great many stocks and forecast their future stock prices using predictable methods. These are designed by a Chartered Financial Analyst. The financial information for these companies is constantly monitored. From these stocks are chosen ones to be included on a “Gold Chip” list available for selection to invest in client portfolios. The list is well diversified and aimed to provide total return on investment that is above average along with a reduction of risk.
What makes the financial professionals at First State Investment Advisors different from other financial advisor Tulsa is spending the time required to personally get to know their clients. They want to make sure to understand the expectations of clients and to answer their questions on investments. The customer service staff at First State are also first rate who constantly maintain client account information as well as track activity for security. Everyone at First State Investment Advisors has the primary goal of ensuring you are comfortable in investing with them.
A specialty at First State Investment Advisors is assessment and management of employee benefit plans for business owners to improve performance. These include 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. The financial advisors at First State can also suggest the proper retirement plan a business owner may want to provide for employees. These have been shown to increase employee morale and retention. The financial operations of a business can also be analyzed and improvements be recommended by the advisors at First State Investment Advisors in order to increase positive cash flows and improve profitability.
The priority at First State Investment Advisors as a financial advisor Tulsa is to instill in clients the confidence in their financial prospects with sound advice. You can get in touch with a customer service representative by calling (918) 492-1366 or going to www.firststate-ok.com to schedule a comprehensive review of your investment portfolo. This will start both individuals and business owners on the way to improve their long term financial prospects. So call today in order to receive professional planning advice from the experts at First State Investment Advisors.