Financial Advisor Tulsa | Investment Decisions That Can Impact Your Future Outlook
This content was written for First State Investment Advisors.
A competent and highly respected financial advisor Tulsa is First State Investment Advisors with over 45 years of experience. To set up an appointment at your convenience with the Firm, call (918) 492-1361 or go to www.firststate-ok.com. Your current investment portfolio status will be looked at by professional money managers at First State. A discussion can then be had on what actions can be taken that will lead to a long term plan to meet your financial needs. The steps taken to start you on the road to a secure future can begin today when meeting the staff of First State Investment Advisors.
Strict criteria for stocks that are suitable for client accounts at First State Investment Advisors is based on high quality research. This in-house department is supervised by a Chartered Financial Analyst. They are responsible for using an array of economic predictable methods to estimate future stock prices on an array of large cap companies. Stocks considered appropriate for investment in client portfolios are included in a select “Gold Chip” list. The current financial information on these stocks is constantly monitored and updated with an extensive available to clients. A sample report can be requested when scheduling an appointment with First State.
Allocating extensive time to be spent with clients is the best way First State Investment Advisors can get to know their particular financial needs. The first thing done by this financial advisor Tulsa is to get to know clients on both a personal and risk tolerance level. To get the best performance results possible, a customized plan is devised in order to meet their set goals. You are always welcomed as a client of First State to come into the office for a consultation on the results of your investment strategy.
The money managers at First State Investment Advisors have the ability to aid business owners with their investment recommendations. The Firm’s retirement experts have the ability to analyze and manage any tax exempt employee benefit plan of a business. This can lead to an improvement in their performance. Ones that are interested in beginning an employee benefit such as a 401K Plan, Pension Plan, Simplified Employee Pension Plan or SIMPLE IRA can rely on First State to suggest the most logical. Increased profit margins and greater positive cash flow can also be achieved from an assessment for business operations by the financial experts at First State Investment Advisors.
You can make an appointment with a customer service representative at this financial advisor Tulsa at www.firststate-ok.com or by calling (918) 492-1361. The prime directive at First State is in making sound investment decisions in order to provide meeting your financial needs by providing a reasonable rate of total return. The best time to begin the process is today.