Financial Advisor Tulsa | Need Brilliant Financial Advice
This content was written for First State Investment Advisors.
For a competent financial advisor Tulsa, First State Investment Advisors is the one you should consider. The financial planning experience at First State has been gained for over 45 years in both the stock and bond markets. You can access this extensive knowledge by scheduling an appointment by calling the Firm at (918) 492-1361 or going to www.firststate-ok.com to have a thorough evaluation of your current financial assets. Their money managers can then provide you with a brilliant plan to attain your future financial goals. The needs of the client at First State Investment Advisors are always its primary concern.
Extensive research has been done at First State Investment Advisors to develop a variety of proprietary predictable methods to evaluate stocks suitable for client portfolios. These methods provide a solid foundation in projecting future stock prices for many stocks in a wide range of industries. From this research, a list of high quality “Gold Chip” stocks deemed appropriate for investment in client portfolios is produced to provide a reasonable rate of return as well as diversification. The maintenance of the current financial information on each stock is done by a Chartered Financial Analyst and clients can request a detailed report on each stock they are invested in. You can contact First State Investment Advisors using the Firm’s website www.firststate-ok.com or calling (918) 492-1361 to request a sample stock report.
First State Investment Advisors takes pride in taking the time to get to know its clients and making them feel comfortable in working with its personnel. This separates it from other financial advisor Tulsa firms. First State likes to treat people the way it would like to be treated with competent customer service. When you get in contact with First State Investment Advisors, a well trained and experienced customer service representative is ready to respond to your needs. So come and get to know us.
For business owners, First State Investment Advisors can give them several employee retirement plan options that would improve loyalty, retention and morale. These are Pension Plans, 401k Plans, Simplified Employee Pension Plans and SIMPLE IRAs. They can be started for any size of business. If a business already has retirement plans in place, the professionals at First State are able to evaluate and manage them. Recommendations can also be made by the firm to improve operational efficiencies, profitability and increase positive cash flow.
The investment decisions made by the money managers at First State Investment Advisors is aimed to instill confidence in your financial future. This financial advisor Tulsa gives advice to individuals, small business owners and larger corporations. A confidential appointment can be made when to go to the website www.firststate-ok.com or calling (918) 492-1361 to talk to a customer service representative. The primary goal at First State Investment Advisors is to provide sound advice and start you on your way to financial security and peace of mind.