Financial Advisor Tulsa | Have You Been Needing Advice From A Financial Advisor
This content was written for First State Investment Advisors.
Are you starting to plan for your retirement? Do you need to look for a competent financial advisor Tulsa to improve the results from your investment assets? The one you should consider is First State Investment Advisors. For over 45 years the money managers at First State have been making investment decisions for clients in both the stock and bond markets. No matter the size of your investment portfolio, you can schedule an appointment with First State by calling (918) 492-1361 or at their website www.firststate-ok.com. By taking advantage of the investment expertise from the Firm’s money managers, you can have a plan tailored to meet your specific future financial needs.
A sophisticated research department has been built at First State Investment Advisors that selects investments suitable for client portfolios from a large array of stocks. It is supervised by a Chartered Financial Analyst who collects and continually monitors financial information on these investments. The projection of future stock prices is based on this information using several predictable methods. Stocks are placed on a “Gold Chip” list which are deemed appropriate for inclusion in client portfolios. The aim of this list is to produce above average price appreciation and a reduction of volatility. Clients at First State can request detailed stock reports on those that are in their portfolio. When you make an appointment with the Firm, a sample report can be sent if requested.
The interaction between the money managers at First State Investment Advisors and their clients is what separates them from other financial advisor Tulsa. The most important aspect at First State is listening to clients perspectives in order to generate a financial plan customized for their particular needs. Also a priority at the Firm is to provide excellent customer service to clients so that they can have the best possible experience.
Useful advice can be found at First State Investment Advisors for business owners along with individuals. Recommendations from First State employee benefit experts can be helpful in the set up of tax exempt plans by business owners including Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401K Plans. A business owner can also look to the Firm for a complete evaluation of existing plans and ways to improve their performance. The operational aspect of a business can be examined in order to find ways to improve profitability and increase positive cash flow at First State Investment Advisors.
The main priority at First State Investment Advisors is in making sound investment decisions and attain a secure financial future for its clients. At this financial advisor Tulsa, the goal is to provide individuals and businesses alike a realistic rate of total return on their assets. A confidential appointment can be scheduled at First State by calling (918) 492-1361 or going to www.firststate-ok.com. Now is the time to begin receiving sound financial advice and exceptional customer service at First State Investment Advisors.