Financial Advisor Tulsa | How To Find An Investment Advisor That Is Adaptable
This content was written for First State Investment Advisors.
Looking for a highly respected financial advisor Tulsa, you should contact First State Investment Advisors by going to www.firststate-ok.com or calling (918) 492-1361. For over 45 years the money managers at First State have been making stock and bond market decisions for its clients. When making a confidential appointment with the Firm, a comprehensive review of your current financial portfolio will be completed. Then a long term financial plan that is adaptable to your specific needs. You will also have available an experienced customer service staff that can serve any of your financial needs.
Under the supervision of a Chartered Financial Analyst, the stock research department at First State Investment Advisors maintains and continually updates financial information which is used to forecast future stock prices. Stocks that are deemed appropriate for investment are used to formulate a “Gold Chip” list which can provide improved stock price appreciation and lowers portfolio price validity with proper diversification. First State can send clients exhaustive stock reports on any investment in their portfolio. Ask for a sample report when you schedule an appointment with First State Investment Advisors.
What separates First State Investment Advisors from other financial advisor Tulsa is its interactions with clients. Listening to our clients is the most important aspect at the Firm that allows for the development of a long term financial plan that is customized to meet their needs. Excellent customer service is also provided by First State so that clients can have the best experience possible. Its staff has been given extensive training to provide the highest level of service possible.
The sound advice available at First State Investment Advisors is not only given to individual investors but also to business owners. First State’s money managers have the ability to recommend and set up the proper tax exempt retirement plans that a business may want to provide employees. These include 401K Plans, Pension Plans, Simplified Employee Pensions Plans and SIMPLE IRAs. They can also evaluate established plans that are in place and manage them to improve their total rate of return on investment. Suggestions are also given at the Firm on ways to increase profits and positive cash flows through operational improvements.
Making sound investment decisions is the main priority at First State Investment Advisors in order for clients to attain a secure financial future. The goal at this financial advisor Tulsa is to provide business owners and clients with a realistic rate of total return on investments. A customer service representative can schedule a confidential appointment when you call (918) 492-1361 or go to the website www.firststate-ok.com. Exceptional customer service and sound financial advice is yours when scheduling an appointment with First State.