Financial Advisor Tulsa | Methodical Advice
This content was written for First State Investment Advisors.
To set up an appointment with a highly respected financial advisor Tulsa, get in contact with First State Investment Advisors by calling (918) 492-1361 or going to www.firststate-ok.com. The assessment of portfolio investments has been done by the financial advisors at First State for over 45 years. They have extensive experience in both the stock and bond markets. A tailor made portfolio can then be recommended that would improve your long term financial outlook.
First State Investment Advisors uses extensive stock research to form a high quality list of “Gold Chip” stocks that is used to make sound investment strategies. A Certified Financial Analyst heads a research department that projects future stock prices in diverse industries with a system of predictable methods. A “Gold Chip” list is formed from this research which is the basis for sound investment strategies with the potential of above average total return on assets with reduced risk. Clients have available to them extensive stock reports on investments made in their portfolio. A report sample can be requested when you schedule your appointment with First State.
At First State Investment Advisors clients are treated as if they were family which separates its from other financial advisor Tulsa. All employees at First State are trained to treat all clients with respect. In order to make make clients feel comfortable, the Firm provides the highest level of customer service so that they can have confidence that all the investment decisions at First State Investment Advisors are always in their best interest.
The exception investment advice given at First State Investment Advisors can be beneficial to business owners as well as individual investors. A business that would like to start a tax exempt employee retirement can be aided at First State in the selection of the best possible choice. These would include 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. An assessment of existing employee retirement plans can also be done by the Firm which can then manage them to improve their performance. Additionally, the money managers at First State Investment Advisors have the experience in recommending ways business operations can be streamlined to improve productivity and positive cash flow.
Now that you have seen the differences between First State Investment Advisors and other financial advisor Tulsa, it would be advantageous to choose First State. The best interest of the client is always kept in mind by the money managers of the Firm when investment decisions are made for their portfolio. A customer service representative can be contacted at www.firststate-ok.com or called at (918) 492-1361 to schedule a confidential meeting. You can then have an investment plan designed to meet your long term financial needs.