Financial Advisor Tulsa | Have An Appetite For Sound Investment Advice
This content was written for First State Investment Advisors.
First State Investment Advisors, a financial advisor Tulsa, should be reached at (918) 492-1361 or by going to its website www.firststate-ok.com to set up a confidential appointment if you need a reputable money manager. For over 45 years, First State has provided professional investment advice in both the bond and stock markets. Assistance is also given to First State’s clients by an outstanding customer service department. Come by today if you have an appetite for sound investment advice to have your financial assets evaluated and begin the process of planning to achieve your long term financial goals.
Among financial advisor Tulsa, First State Investment Advisors is unique in that it has built an extensive research platform to evaluate investments that are suitable for client accounts. A Chartered Financial Analyst oversees the research that generates a variety of economic predictable methods which project future stock prices used for client portfolio investment decision making. Extensive reports are maintained on stocks that are included on a “Gold Chip” select list of high quality included in portfolios. Clients can request a report on each of their investments. A sample can be sent to anyone interested on request.
The interaction of First State Investment Advisors with its clients separates it from other financial advisor Tulsa. First State spends the time that is needed to get to know each one personally and discover their future financial goals. Employees that provide the Firm’s customer service also have extensive experience in handling any client problems. The staff at First State Investment Advisors goal is to make sure clients feel comfortable in their financial situation.
Business owners can also get superb financial advice from First State Investment Advisors. They will discuss a range of topics such as operational efficiency and employee benefits. The advisors at First State can evaluate and manage employee retirement plans that are in place or can recommend how to set them up. These can include 401s, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. The business owners will likely be rewarded with employee morale, loyalty and retention with the asset growth in these plans. For the operations of a business, First State Investment Advisors can suggest ways to improve productivity and higher positive cash flows.
Peace of mind is a result of planning your financial future with First State Investment Advisors. This financial advisor Tulsa has the ability to manage the investment assets of business owners as well as individuals with the knowledge and competency of its money managers. First State’s outstanding investment advice and customer service makes its clients feel comfortable that their financial needs are being met. A customer service representative is ready to take your call at (918) 492-1361 to schedule an appointment or you can sign up for one at www.firststate-ok.com.