Financial Advisor Tulsa | For Those Who Need A Long Term Financial Plan
This content was written for First State Investment Advisors.
If you’ve been looking for a financial advisor Tulsa, look no further than First State Investment Advisors. The money managers at First State will develop a personalized financial plan for you after an extensive review of your current financial situation. By calling the Firm at (918) 492-1361 or going to the website www.firststate-ok.com for an appointment, you will be introduced to financial advisors that have over 45 years of experience. You will also be provided with outstanding customer service. First State Investment Advisors is known for specializing in high quality large cap stocks for clients with a long term horizon.
First State Investment Advisors has an excellent research department which is supervised by a Chartered Financial Analyst They use a variety of predictable methods used to forecast future prices for a wide range of stocks. A list of “Gold Chip” stocks from top companies is then compiled which are used to build well diversified portfolios for clients. These portfolios have the potential to provide above average stock appreciation with lower risk. Like no other financial advisor Tulsa, First State produces an extensive study for each stock investment available to clients. A study sample will be sent on request when scheduling an appointment with First State Investment Advisors.
Clients of First State can look forward to great customer service where time is spent in getting to know their special financial needs. The investment portfolios developed to realize a client’s exclusive financial plan are closely monitored for security and privacy. The primary objective at First State Investment Advisors is to give each client the personal touch they deserve. Call the Firm at (918) 492-1361 or reach them at www.firststate-ok.com today to start your road to financial independence.
Sound financial planning advice given by First State Investment Advisors can be experienced by business owners as well as individuals. First State can benefit them with recommendations to improve operational efficiencies that result in increased positive cash flow and improved profit margins. The Firm can also help business owners who wish to provide employees tax exempt retirement plans. The retirement experts at First State can explain different ones such as 401k Plans, Profit Sharing Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs and suggest the one that will best meet the employees’ needs. For those businesses who already have employee retirement plans, First State can also analyze and manage their assets.
Don’t hesitate and schedule an evaluation of your financial assets with a financial advisor Tulsa by contacting First State Investment Advisor at www.firststate-ok.com or calling a customer service representative at (918) 492-1361. First State’s main concern in making investment decisions for clients is to always keep their best interests first. Now is the time to make a confidential appointment at First State Investment Advisors.