Financial Advisor Tulsa | Get Attractive Results From An Investment Advisor
This content was written for First State Investment Advisors.
Looking for a competent financial advisor Tulsa? The one you should consider is First State Investment Advisors. The money managers at First State for over 45 years have been making stock and bond market decisions. A comprehensive review of your current financial portfolio can be scheduled when you call First State at (918) 492-1361 or going to the website www.firststate-ok.com. A long term financial plan can be formulated when taking advantage of the Company’s extensive expertise. The primary concern at First State Investment Advisors is the financial needs of each client.
The research department at First State Investment Advisors has developed proprietary methods for evaluation of high quality stocks. First State’s Chartered Financial Analyst oversees the development and maintenance of a wide range of predictable methods used to project future stock prices. A “Gold Chip” list of stocks that meet a rigorous criteria for suitability in client portfolios possesses a high degree of diversification which lowers volatility and produces an above average rate of total return. Information on each stock is constantly updated and extensive reports can be requested from the firm by its clients. You can contact First State for a sample stock report when scheduling an appointment at (918) 492-1361 or at www.firststate-ok.com.
The interaction between First State Investment Advisors and its clients is what separates it from other financial advisor Tulsa. The most important aspect for First State is listening to our clients to ensure the customized long term financial plan developed for them meets their needs. The Company also strives to provide excellent customer service so that clients get the best experience possible. Our experienced employees have been trained to provide the highest level of customer service.
Both the operations and employee retirement plans of business owners can benefit from the advice given by First State Investment Advisors. The Firm can help form plans such as Pension Plans, Simplified Employee Pension Plans, Simple IRA Plans and 401k Plans. This advice can be given to any size of business. First State also has excellent experience in evaluating established employee retirement plans and managing them in the future. Suggestions from First State can improve profitability and increase the positive cash flow for business owners.
The main priority at First State Investment Advisors is making sound investment decisions to attain a secure financial future for clients. The goal of this financial advisor Tulsa is to provide a realistic rate of investment return to both business owners and clients. A confidential appointment can be scheduled when you reach a customer service representative at (918) 492-1361 or going to the website www.firststate-ok.com. Schedule your appointment today to take advantage of the exceptional customer service and sound financial planning provided by First State Investment Advisors.