Financial Advisor Tulsa | Incredible Advice
This content was written for First State Investment Advisors.
Been looking for a competent financial advisor Tulsa? Are you needing to improve your future investment outlook? You should consider First State Investment Advisors. Stock and bond market decisions have been made by the Firm’s money managers for over 45 years. Your current financial portfolio can undergo a comprehensive review when you call to schedule an appointment at (918) 492-1361 or by going to the website www.firststate-ok.com. The formulation of a long term financial plan can be accomplished using First State’s extensive expertise. The specific financial needs for each client is the primary concern at First State Investment Advisors.
What separates First State Investment Advisors from other financial advisor Tulsa is the interaction between the money managers and their clients. Listening to clients to insure the customized long term financial plan developed to meet their needs is the most important aspect at First State. Another goal of the Firm is striving to provide excellent customer service so that clients can have the most pleasant experience possible.
Proprietary methods for the evaluation of high quality stocks have been developed by the research department at First State Investment Advisors. A Certified Financial Analyst at First State oversees the development and maintenance of a wide range of predictable methods for future stock price projections. Rigorous criteria are used to form a “Gold Chip” list of stocks that meet the suitability standards of client portfolios. The list also possesses a high degree of diversification which produces an above average rate of total return on investment and lowers volatility. Extensive reports can be requested by clients on these stocks that includes information that is constantly updated. When scheduling an appointment at www.firststate-ok.com or calling (918) 492-1361, a sample stock report can be sent.
Business owners can have both operations and employee retirement plans benefit from the advice available at First State Investment Advisors. First State can help form retirement plans such as SIMPLE IRAs, Pension Plans, Simplified Employee Pension Plans and 401K Plans. Any size of business can avail itself of the advice given. The Firm also has extensive experience in evaluating and managing established employee retirement plans. Business profitability can be improved and an increase in positive cash flow be attained using suggestions from First State Investment Advisors.
Making sound investment decisions is the main priority at First State Investment Advisors in order for its clients to attain a secure financial future. As a financial advisor Tulsa, the goal at First State is to provide both business owners and individuals a realistic total rate of return on investments. Schedule a confidential appointment by calling a customer service representative at (918) 492-1361 or by going to the website www.firststate-ok.com.