Financial Advisor Tulsa | Outstanding Advice
This content was written for First State Investment Advisors.
Scheduling an appointment with a competent financial advisor Tulsa can be accomplished by calling First State Investment Advisors at (918) 492-1361 or accessing the website www.firststate-ok.com. You will be able to discuss your current financial situation with the professional money managers at First State and devise a long range financial plan.The Firm has provided management of client assets including stocks and bond for over 45 years. Suitable financial recommendations are used by First State Investment Advisors to produce results that meet client expectations.
The supervision of a proprietary stock research department at First State Investment Advisors is done by a Certified Financial Analyst. The analyst develops and maintains a system of predictable methods used to make forecasts of future stock prices. A wide range of stocks is closely monitored by the system and is data is continuously kept current with financial information for each stock. Those that are suitable for client portfolios and exhibit above average price appreciation potential are selected for investment and diversification. This are included on a “Gold Chip” list of stocks. First State clients have available to them extensive stock reports and a sample can be sent upon request when making an appointment.
Meeting the long range financial goals of clients is a priority at First State Investment Advisors. This is done by listening to clients on a personal level to ascertain their needs and developing a comprehensive plan which is suitable for them. The money managers at First State constantly monitor and evaluate the progress being made with each investment decision. If a client has a need or a question about their portfolio, a financial advisor is alway available. Portfolios are kept under strict privacy and each quarter clients are sent a report on their current financial condition.
Financial advice given by First State Investment Advisors can be applied by business owners in addition to individual investors. Business operations and employee employee retirement plans can both benefit from the recommendations received from this financial advisor Tulsa. The money managers at First State can set up the proper benefit plans such as 401K Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. If plans are in place, those can also be evaluated and managed by the Firm. First State Investment Advisors can suggest ways to improve business profitability and increase positive cash flow.
Schedule an appointment by contacting a customer service representative by calling First State Investment Advisors at (918) 492-1361 or accessing the website www.firststate-ok.com today. First State’s prime directive as a financial advisor Tulsa is to secure its clients an adequate financial future by making sound investments. These can lead to the realization of a reasonable rate of return on managed assets. Contact First State Investment Advisors to receive a customized long term investment plan.