Financial Advisor Tulsa | Productive Advising
This content was written for First State Investment Advisors.
First State Investment Advisors is the one to contact for anyone looking for a competent and highly respected financial advisor Tulsa at its website www.firststate-ok.com or calling (918) 492-1361. The money managers at First State will be there to assess your current investment assets and tailor appropriate advice to improve your long term investment outlook. The Firm, for over 45 years, has provided these services and has accumulated extensive experience in outlining many investment opportunities available to achieve the financial goals of its clientele.
First State Investment Advisors employs a system in its stock research department in which future stock prices are predicted for a wide range of stocks from multiple industries using a variety of predictable methods. These have been devised by a Certified Financial Analyst who is constantly maintaining and upgrading this system. A special list of “Gold Chip” stocks are selected from this pool of high quality securities suitable for inclusion in client investment portfolios. The diversification of this list lends itself to improve the prospects of above average total rate of return with reduced volatility. Clients at First State can request an exhaustive report on any stock included in their portfolio.
The relationship First State Investment Advisors develops with its clients is an important difference between it and other financial advisor Tulsa. The financial experts at First will always listen to your financial aspirations and meet them with a customized investment plan. The customer service representatives at the firm also are second to none with a wealth of experience that can be used to ensure clients are comfortable in any situation by meeting their needs.
Exceptional advice is given at First State Investment Advisors to not only individual investors but can also be provided to business owners. One aspect available at First State is the assistance in the formation of employee benefit plans for a business owner. Improved employee loyalty, morale and motivation can be generated when they are part of a retirement plans such as Pension Plans, 401K Plans, Simplified Employee Pension Plans and SIMPLE IRAs. The Firm’s money managers also have the ability to review and manage current benefit plans in place. Financial experts at First State Investment Advisors can also make suggestions to improve business profits and positive cash flow.
The best interests of the client is always considered by the money managers at First State Investment Advisors when making investment decisions. This financial advisor Tulsa has the ability to develop a comprehensive investment plan customized to secure a sound financial future for you. The process begins when you call a customer service representation at (918) 492-1361 or going First State’s website at www.firststate-ok.com and scheduling an appointment.