Financial Advisor Tulsa | Investors that Work for You
This content was written for First State Investment Advisors.
Do you have extra money lying around and you would like it invested into the stock market through a financial advisor Tulsa? Are you having trouble with your finances and cannot figure out how to handle your money? Do want to work with the advisor that you can trust that will work hard for you? Then First State Investment Advisor is the perfect fit for you and your money. To find out more information about how we can help you give us a call today at (918) 492-1361.
Have you gone to other financial advisor Tulsa and been treated in a manner that you did not like at all? That is not the case at First State Investment Advisors because at the core of our daily focus is customer service. Our staff is dedicated to help you in any way that they can with a smile on their face and in their heart. You can be confident that you will be cared for in a respectful and professional manner. We work hard to make sure that you are taken care of in any way possible that you need and that all of your hopes are met. When you join First State, you join a family, and you will be immediately welcomed into it.
Have you worked with another financial advisor Tulsa and did not know anything about the companies that you were investing with? We do not believe in that, and we want to make sure when you invest that you know exactly where money is going. That is the very reason that we created the Gold Chip standard. It is the standard of stock investing that we exclusively invest our clients’ money into. This is a rigid standard that we have created so that you know exactly where money is going and can have confidence that it is going into the top companies in the world. You will be able to look at your portfolio and recognize the excellence of each company that your investments are placed into. We educate each of our clients throughout the entire investment process so that they always can feel secure with the knowledge that they know about the companies they are invested with.
When you first come into the office, the investment process begins with a review of your finances and a conversation that enables us to get to know you on a personal level. We believe strongly that getting to know our clients like that is the best way to determine what the best course of action is for their future. After we have determined exactly where you are at currently, we then ask you your goals. From this, we will be able to design a specific investment plan for the years ahead so that you can reach your goals. We will not just give you some cookie cutter investment plan that some other financial advisor Tulsa might give you. We want to see you succeed financially, and we will do everything we can to see that happen.
If you have been looking at this article and you are now interested in moving to First State Investment Advisors as your financial advisor Tulsa, then act today. If you want to work with someone that will treat you with the highest level of customer service, then this is the place for you. If you want to know exactly where your money is going, then you can be confident that the Gold Chip standard is the right investment plan for you. If you want someone who will design a specific retirement plan for you, then this is definitely the right place. As you can see, whatever it might be that you need, First State is the right place for you, so give us call today at (918) 492-1361.
Financial Advisor Tulsa | Financial Advisor for you
This content was written for First State Investment Advisors.
Are you looking for a financial advisor Tulsa that can help you reach your financial goals? Are you at a place that you want to invest but you are not sure where or how to start? Are you looking for a company that you can trust daily will work hard for you? If these are the questions that you have been asking and the solutions that you have been searching for, then First State Investment Advisors is the place for you to go. To find out more information about us and to ask any questions that you might have give us a call at (918) 492-1361.
One of the most important features that separate us from other financial advisor Tulsa is that we invest exclusively in Gold Chip. What are Gold Chips? Gold Chips are the best of the best. They are the stocks that we have determined through countless hours of study and research to be leading players in the stock market. This means that we are investing in the highest quality companies in the stock market. We determine if a stock is at a high enough quality through our rigid standards, and we put it through tough evaluation process to see if it is a good investment as a Gold Chip. This will give you confidence since you will know exactly where your money is being put and what companies it is going into. You will not have to worry about us investing your money into some company that you have never heard of or some random small startup that could very well fail.
Another important aspect that separates us from other financial advisor Tulsa is the way that we treat our customers. Excellent customer service is a core value for us, and we will always want to make sure that you feel warm and welcomed when you walk in our doors. We see ourselves as a family here at First State Investment Advisors, and when you invest with us, you also join our family. Our employees have been training in customer service since their beginning days so that they will be able to treat you with the highest quality service every time they help you. You will be happy to come in the office and be greeted with a smile and treated with respect every time you interact with us.
We like to get to know our clients personally, and that is why the first thing that we do when you come in our offices to meet is sit down to get to know you on that special first name basis. We also take a look at your finances to see exactly where you are at and find out where you want to be in the future. From there we will develop a specific investment plan for you. This will give you more confidence about where money is going and how it is being treated. Your success is our number one goal, and we will work very hard to help you get there. Plus, when you become a client, you have access to all our financial knowledge and expertise and can receive any other financial advice you may need for free.
When you visit First State Investment Advisors for the first time, you will certainly fall in love and realize that this is the very best financial advisor Tulsa for you. We will treat you the way that you want to be treated from beginning to end: with the utmost respect. We will make sure that you are familiar with our Gold Chip standard so you that know your investments are going to the best possible places for you. We will take the time to create your own personal investment plan so that you can reach your goals. Give us a call at (918) 492-1361, and do not lose any more time or sleep with your investments.