Financial Advisor Tulsa | Finding An Intelligent Investment Advisor
This content was written for First State Investment Advisors.
Looking for a competent financial advisor Tulsa to meet your investment goals? Are you ready to start planning for your retirement? First State Investment Advisors is the one you should consider. First State has been helping clients for over 45 years in making investments in both the stock and bond markets no matter the size of your assets. You can schedule a comprehensive review of your current financial situation by calling the Firm at (918) 492-1361 or going to the website www.firststate-ok.com. A financial plan can be tailored to meet your needs by taking advantage of the extensive expertise of the professional money managers at First State Investment Advisors.
All investments that are considered to be suitable for client portfolios are developed through proprietary methods of stock evaluation by the research department at First State Investment Advisors. A Chartered Financial Analyst at First State oversees the development and maintenance of predictable methods used to project future prices for a wide range of stocks. From this rigorous criteria is selected a “Gold Chip” list of highly diversified stocks acceptable for inclusion in client portfolios forecast to have above average total returns with reduced volatility. An extensive report on each investment is available for all clients. A sample report can be requested when calling to make an appointment with First State Investment Advisors.
What separates First State Investment Advisors from other financial advisor Tulsa is the interaction between its money managers and their clients. Listening to clients is the most important aspect at First State that insures their financial needs can be met by a customized long term investment plan. Excellent customer service is also a priority at the Firm so that its clients can have the best experience possible.
For business owners, the advice given by First State Investment Advisors can benefit both financial operations and tax exempt employee retirement plan aspects. First State can help form employee benefit plans such as Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401k Plans. For established employee retirement plans, the extensive experience of the Firm and be used for evaluation and for managing them in the future. First State Investment Advisors can also make suggestions in improving profitability and positive cash flows for a business owner.
Making sound investment decisions is the main priority at First State Investment Advisors in order to attain for its clients a secure financial future. The goal at this financial advisor Tulsa is to provide a realistic rate of total return to both its clients and business owners. Scheduling a confidential appointment with First State can be done by either calling (918) 492-1361 or the Firm’s website at www.firststate-ok.com. Today is the best time to start receiving sound financial advice and exceptional customer service from First State Investment Advisors.