Financial Advisor Tulsa | Getting Truthful Investment Advice
This content was written for First State Investment Advisors.
Are you looking for an experienced financial advisor Tulsa who has extensive knowledge in making stock market investments? The money managers who meet that criteria with over 45 years of experience are at First State Investment Advisors. That financial expertise can be encountered when scheduling a confidential appointment with First State at www.firststate-ok.com or calling (918) 492-1361. The knowhow at the Firm can be discovered with the accomplishment of a careful analysis of your investment portfolio with the formulation of a long term financial plans to meet your future financial needs.
The head of an outstanding research department at First State Investment Advisors is a Chartered Financial Analyst who has designed and maintains proprietary predictable methods used in the projection of future stock prices. First State chooses out of a wide universe of diversified industries those stocks that are suited for a select “Gold Chip” list. From this list investments are chosen to meet the particular needs of each client portfolio. Lower price volatility and an above average total return on investment is the goal. Each stock has an extensive research study that is made available to clients. If you have an interest in a sample report, you can request one when making your appointment with First State Investment Advisors.
The minute you meet the staff at First State Investment Advisors you will discover the difference from other financial advisor Tulsa. You will feel right at home while they take the time to completely understand your financial situation and expectations. You will also get to experience excellent customer service representatives that are there to answer any questions you may have about your account. Schedule an appointment at your convenience and become acquainted with First State.
Money managers at First State Investment Advisors also have the ability to aid business owners in their quest to provide employee benefit plans along with improving operations for greater profitability and positive cash flow. Any tax deferred retirement plan a business has can be analyzed and ideas will be proposed to manage the assets. To set up a new employee retirement plan, the staff at First State can explain to a business owner the advantages of different ones such as 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. A recommendation can then be made on which would be best for the business.
The investment decisions made by the money managers at the financial advisor Tulsa First State Investment Advisors can bring confidence in your future financial well being. A reasonable rate of total investment return for both individuals and business is the primary aim at First State. A customer service representative is waiting to schedule your appointment when you call (918) 492-1361 or go to www.firststate-ok.com.