Financial Advisor Tulsa | Investment Portfolios Designed For You
This content was written for First State Investment Advisors.
A competent financial advisor Tulsa that an investor should seriously consider is First State Investment Advisors. The Firm has been making investment decisions for over 45 years in both stock and bond markets. Your investment portfolio will undergo a comprehensive review by First States’s excellent money managers when you make an appointment by calling (918) 492-1361 or at www.firststate-ok.com. The expert advice you receive will then be aimed at a long range financial plan that meets your needs. The best place to start is First State Investment Advisors even if you are just beginning to invest for the future.
The stock research department has developed a system at First State Investment Advisors to project future prices on high grade stocks. A Chartered Financial Analyst uses a wide range of predictable methods to discover stocks that meet the criterion of potential above average price appreciation 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.
The extra time spent in getting to know clients and their expectations is what separates First State Investment Advisors from other financial advisor Tulsa. The first priority of the staff at First State is to service your account as if it is their own and to make sure your financial needs are met. Any answer for questions you may have about your account will be handled promptly and courteously. Come see the difference at First State Investment Advisors scheduling a confidential appointment.
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.
As a financial advisor Tulsa, First State Investment Advisors has the main objective to make investment decisions to provide clients with a secure financial future. The best interest of both clients and business owners is alway kept in mind in order to produce a reasonable rate of total return on investments. An appointment to meet the staff at First State can be scheduled by calling a customer service representative at (918) 492-1361 or going to www.firststate-ok.com.