Financial Advisor Tulsa | How To Find A Discrete Investment Advisor
This content was written for First State Investment Advisors.
The first competent financial advisor Tulsa you should consider is First State Investment Advisors. In both the stock and bond markets, the Firm has been making investment decisions for over 45 years. You can take advantage of First State’s expertise by calling (918) 492-1361 or locating its website at www.firststate-ok.com to schedule a comprehensive evaluation of your investment assets. Based upon this evaluation, their money managers can devise a plan for meeting your future financial needs. So experience the excellent service by contacting a customer service representative to schedule an appointment at your convenience.
The evaluation of a large number of companies financial data is a priority of the research department at First State Investment Advisors. A wide range of various predictable methods has been developed by a Chartered Financial Analyst who is constantly monitoring and updating this data. Select high quality stocks in a wide range of industries that meet certain criteria are then placed on a diversified “Gold Chip” list which are suitable for investment in client portfolios. Over the years, this selected list has produced optimal results for clients with reduced volatility. Clients can request a substantial report on each stock in their portfolio and potential clients will be sent a sample report on request.
When you walk into the office at First State Investment Advisors for your confidential appointment, a financial advisor Tulsa will sit down with you and take the time to get to know what your financial needs are. He will then assess the investments in your portfolio which will lead to a personalized plan to meet those needs. You will also meet the operation staff at First State that have the experience to take care of all your needs.
The financial specialists at First State Investment Advisors are able to give advice to business owners also. This advice can cover both the operations of a business and employee benefit plans. Operations can be more productive with suggestions for improved proficiency as well as financing options to lower cash flow costs. First State has extensive experience in employee retirement plans such as Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs. Benefit specialists at the Firm can assess and manage established plans or recommend the proper ones to set up for the business. If you are a business owner, come in for a consultation leading to improved profits and a positive cash flow.
To schedule a confidential appointment today, call First State Investment Advisors at (918) 492-1361 or go to www.firststate-ok.com for a financial advisor Tulsa. An investment specialist is ready to begin a plan to meet your future financial needs and the staff at First State can provide answers to any questions you may have for the maintenance of your investment account. Let First State Investment Advisors help you achieve financial security.