Financial Advisor Tulsa | Informative Advice
This content was written for First State Investment Advisors.
It may be difficult in finding a financial advisor Tulsa but First State Investment Advisors is there to help. First State’s money managers have been in the investment business for over 45 years and have a great reputation in meeting the needs of their clients. The financial advice received at the Firm is highly competent in assessing your portfolio assets. They will then be able to propose an investment plan required to attain your financial goals and meet any concerns you might have. A customer service representative can be contacted today at www.firststate-ok.com or by calling (918) 492-1361 to schedule a convenient appointment.
The stock research department has developed a system at First State Investment Advisors to project future prices on high grade stocks. A Certified Financial Analyst uses a wide range of predictable methods to discover stocks that meet the criterion of potential above average price appreciation along with reduced risk. These are placed on a diversified list of “Gold Chip” stocks used for investment in client’s portfolios. First State has available to clients detailed stock reports for those included in their portfolios which are constantly updated. A sample report can be furnished upon request when you schedule an appointment.
First State Investment Advisors has several services that separate it from other financial advisor Tulsa. Personal interaction is of primary importance between First State and its clients which helps to insure their financial need are met. The Firm has the investment advisors with the experience in asking clients pertinent questions about their expectations to insure they are realized. The customer service staff has also the skills to make sure clients are treated with the highest respect.
Business owners as well as individuals can be given exceptional advice by First State Investment Advisors. First State’s retirement benefit experts can assist a business owner deciding to begin a tax exempt benefit plan which one is best suited to meet the needs of their employees. The selection can be a 401K Plan, SIMPLE IRAs, Pension Plans or Simplified Employee Pension Plans. Recommendations can also be made my the Firm’s financial advisors ways to improve a current benefit plan’s performance after a careful appraisal.
Investment decisions are always made with the best interests of their clients in mind by the money managers at First State Investment Advisors. You receive from this financial advisor Tulsa advice that is aimed to achieve the long term financial needs expected by clients. Your call to First State at (918) 492-1361 or going to www.firststate-ok.com will be very advantageous to your investment results. Begin the process today by scheduling an appointment with a customer service representative.