Financial Advisor Tulsa | Instructive Investment Recommendations

This content was written for First State Investment Advisors.

Get in contact with First State Investment Advisors by calling (918) 492-1361 or going to the website to set up an appointment when you are searching for a highly respected financial advisor Tulsa. The money managers at First State have over 45 years of experience in assessing your current portfolio investments. They will then be prepared to suggest the investment advice needed to improve your long term financial outlook.

Extensive stock research at First State Investment Advisors is used to develop a “Gold Chip” list of high quality stocks that forms the basis for sound investment strategies. The research department is headed by a Chartered Financial Analyst who maintains a system of predictable methods used to project future prices on stocks from diverse industry sectors. From this research is selected a “Gold Chip” list of stocks that forms the basis for sound investment strategies to produce above average total return on assets with lower potential risk. An extensive report on client’s investments are available to them and a sample can be sent if requested when you make an appointment with First State.

What separates First State Investment Advisors from other financial advisor Tulsa is that clients are treated as if they were family. Each employee at First State is trained to insure clients are treated with great respect. The highest level of customer service is provided in order to make a comfortable environment in which clients can have confidence in the investment strategies developed at First State.

The financial experts at First State Investment Advisors not only give exceptional advice to individuals but also the same for business owners. First State can aid businesses in selecting the best possible choice for those wanting to provide tax exempt retirement plans such as 401k Plans, Pension Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. The Firm can also assess existing employee retirement plans and suggest ways they can be better managed. First State Investment Advisors experienced money managers also have the knowledge to recommend ways to improve operational productivity which would increase profitability and positive cash flow.

It should be an easy choice to choose First State Investment Advisors for financial services now that you have seen the difference it has from other financial advisor Tulsa. The money managers also keep the client’s best interest in mind when making investment decisions for their portfolios. So call a client services representative at (918) 492-1361 or go to to schedule a confidential meeting and have an investment plan designed that is tailored to your long term financial needs.