Financial Advisor Tulsa | Knowing Advice
This content is written for First State Investment Advisors.
A competent financial advisor Tulsa can be introduced to you when First State Investment Advisors is contacted. Both stock and bond investment decisions have been for over 45 years by the experience money managers at First State. By calling (918) 492-1361 or going to the website www.firststate-ok.com, you can take advantage of their expertise when you schedule an appointment. A comprehensive long term financial plan can prepared for you after your investments undergo an extensive evaluation. The Firm’s excellent customer service can also be experienced when you come for appointment.
The primary function of the security research department at First State Investment Advisors is evaluating stocks that are deemed suitable for client portfolios. Under the supervision of a Certified Financial Analyst, a variety of predictable methods have been developed for a diversified range of high quality stocks to forecast their future price performance. The financial information for these stocks is constantly monitored and a selected list of “Gold Chip” stocks is then selected for client investment recommendations. First State always maintains extensive stock reports on those that are selected for investment. A sample report can be made available on request.
By making an appointment at First State Investment Advisors, you can experience the difference between it and other financial advisor Tulsa. You will be treated by the utmost respect by both the money managers and the Firm’s well trained staff. You will gain insight into how investment decisions are made to build a customized portfolio and receive outstanding customer service. Call today and schedule an appointment with First State Investment Advisors.
For business owners, First State Investment Advisors can discuss various investment vehicles can be used to build employee benefit plans. These would include Pension Plans, Simplified Employee Pension Plans, 401K Plans and SIMPLE IRAs. These are available to be sponsored by any size business to improve employee morale and loyalty with a positive retirement outlook. First State can also evaluate a business’s current employee benefit plan and provide a competent management plan to improve total return on investments. First State Investment Advisors can also suggest ways to improve business operations which can lead to higher profits and increased cash flow.
Giving clients sound financial advice from a financial advisor Tulsa is a priority at First State Investment Advisors. This is to install confidence is their long term investment future. By calling (918) 492-1361 or going to the website www.firststate-ok.com, a process can begin to improve the investment prospects for both individuals and businesses. Get in touch with a customer service representative today to schedule an appointment.