Financial Advisor Tulsa | It’s Important To Have Excellent Financial Advice
This content was written for First State Investment Advisors.
Contact First State Investment Advisors if the time has come for you to find a financial advisor Tulsa to meet your investment needs. You can see the advantages of First State at its website www.firststate-ok.com or by scheduling an appointment to visit their office at (918) 492-1361. The Firm’s experienced money managers will use their knowledge acquired over 45 years to review your current investments. They will then be able to form a long range financial plan to meet your needs. The entire staff at First State Investment Advisors have been well trained to give the best service to you as a client.
A Chartered Financial Analyst supervises the in house stock department at First State Investment Advisors. They constantly collect and update financial information for a wide variety of companies. This is used to estimate their future stock price utilizing a number of predictable methods. From these companies, a “Gold Chip” list of their stocks acceptable for investment in client portfolios that could provide above average price appreciation with reduced risk. First State maintains an extensive report on the stocks on its selected list and these are available to clients. Anyone interested can obtain a sample report on request.
In addition to having one of the best stock research departments of any financial advisor Tulsa, First State Investment Advisors provides a high level of customer service. When you walk in the office, the staff is there to get to know you personally and what is the best way to invest your hard earned money. No question is trivial and they answer any you may have to your satisfaction. Everyone at First State wants you to feel right at home as a client so come on in and discover the difference.
The outstanding services provided to individual investors by First State Investment Advisors can also be experienced by business owners. First State’s financial experts can improve business operations along with reviewing and managing ongoing employee benefit plans. If no employee retirement plan is in place, the Firm can show the advantages these can make to improve employee morale and retention. The retirement specials at First State will go over the tax exempt plans available such as 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans and help the business owner select best suited for their situation. Ways to streamline the operational aspects of a business can also be suggested at First State Investment Advisors which could improve productivity and profits.
You can rest assured that First State Investment Advisors will always consider your best investment interests at this financial advisor Tulsa. The main objective at First State is to secure a reasonable rate of total return on your assets that will meet expectations. The Firm’s investment decisions are made to give assurance for a worry free future. You can start the process by calling First State Investment Advisors at (918) 492-1361 or going to www.firststate-ok.com to schedule an appointment.