Financial Advisor Tulsa | Needed Advice
This content was written for First State Investment Advisors.
It is a great decision to choose First State Investment Advisors for anyone needing a financial advisor Tulsa. You can schedule a comprehensive investment portfolio evaluation by calling the Firm at (918) 492-1361 or at www.firststate-ok.com to take advantage of their professional money management. The money managers have over 45 years of experience in the stock and bond markets. Another excellent reason to choose First State is its reputation of providing excellent customer service. Contact First State Investment Advisors and let them assist you in planning for the realization of your investment goals.
In evaluating stocks suitable for client portfolios, First State Investment Advisors is in the unique position of having its own research department. It is under the supervision of a Certified Financial Analyst who uses multiple economic predictable methods to maximize portfolio diversification and project future stock prices. A list of high quality “Gold Chip” stocks eligible for inclusion in client portfolios is selected to produce above average total returns while ameliorating investment risk. Unlike mutual funds, clients of First State have access to extensive reports on stock investments. You can get a sample stock upon request when scheduling an appointment with First State Investment Advisors.
In order to serve its clients with the best possible service, the staff at First State Investment Advisors strives to provide a personal touch. They enjoy taking the time to get to know who they are working with in order to meet their financial needs. You will get a customized investment plan at this financial advisor Tulsa and quarterly reports on where your money is being invested.
Not only individual clients are catered to at First State Investment Advisors but also business owners can expect exceptional service. If you are looking to provide investment opportunities for employees, First State can recommend the best tax exempt benefit plan to meets their needs. These can be either Pension Plans, Simplified Employee Pension Plans, 401K Plans or SIMPLE IRAs. These can help employee morale and stability. For a business that currently have an employee benefit plan, the Firm can analyze the assets and propose ways to improve its performance. The financial experts at First State Investment Advisors can suggest ways a business can better organize operations to increase positive cash flow and profits.
There is no better time to begin putting your finances in order with the financial advisor Tulsa First State Investment Advisors. Wouldn’t you like to feel secure in knowing your financial future is more secure? Call First State at (918) 492-1361 or go to www.firststate-ok.com to schedule an appointment with a customer service representative. The Firm’s outstanding service and unique investment perspective is second to none and they are ready to help.