Financial Advisor Tulsa | Knowledgeable Advice
This content was written for First State Investment Advisors.
Look no further than First State Investment Advisors if you are needing a respected financial advisor Tulsa. You can go to their website at www.firststate-ok.com or call (918) 492-1361 to receive an evaluation of your current financial situation and to develop a personalized financial plan for you. The Firm’s money managers have been giving sound advice for over 45 years. First State is also known for an outstanding customer service staff. First State Investment Advisors specializes in recommending high quality large cap stocks to their clients for above average long term results.
The excellent research department at First State Investment Advisors is supervised by a Certified Financial Analyst who uses a variety of predictable methods for the projection of future stock prices. A list of “Gold Chip” stocks of the top companies are selected and used to build a well diversified portfolio for their clients. These portfolios are forecast to provide substantial price appreciation with lower volatility. Each stock investment is backed by an extensive study which are made available to clients. To request a sample report, contact First State to schedule an appointment.
At First State Investment Advisors, a comprehensive financial plan is developed by an expert financial advisor Tulsa to produce reasonable long term growth. The clients of First State can expect outstanding customer service along with constant monitoring of their investment portfolio for security and privacy. A quarterly report is issued by the Firm of its client’s investments to indicate holdings and their performance. A personal touch is the primary objective of First State Investment Advisors for each client. Call First State at (918) 492-1361 or go to www.firststate-ok.com to begin your road to a sound financial future.
Excellent financial advice is not only given to individual investors by First State Investment Advisors but business owners can benefit from recommendations to improve profitability and positive cash flow. The Firm can also aids business owners in setting up appropriate employee retirement plans such as SIMPLE IRAs, Pension Plans, 401K Plans and Simplified Employee Pension Plans. For those business who already have established employee retirement plans, First State has the expertise in evaluating and managing them for above average long term growth.
At First State Investment Advisors, a customer service representative is available to schedule an evaluation of your financial assets. As a financial advisor Tulsa, the main concern at First State is keeping the best interest of the client first in making all investment decisions. Clients are made to feel comfortable at the Firm with investments that are suitable for their long term goals. You future financial peace of mind can be attained when scheduling an appointment at www.firststate-ok.com or calling (918) 492-1361.