Financial Advisor Tulsa | Reasonable Advice
This content was written for First State Investment Advisors.
You should consider First State Investment Advisors for a competent financial advisor Tulsa. For over 45 years, First State has gained the experience in both the bond and stock markets. This extensive knowledge can be accessed by calling the Firm at (918) 492-1361 or going to its website at www.firststate-ok.com and scheduling an appointment. Financial experts will then be able to thoroughly evaluate your current investments and generate a comprehensive plan to attain a secure financial future.
First State Investment Advisors has developed a variety of proprietary predictable methods through extensive research to evaluate stocks which are suitable for the portfolios of clients. These methods are used to provide a solid foundation for predicting future stock prices on a wide range of stocks in many industries. A list of high quality “Gold Chip” stocks is selected from this research appropriate for use in client accounts. They are expected to produce a reasonable rate of total return and diversification reduces the prospects of volatility. A Certified Financial Analyst maintains and updates the research data and also produces a detailed report on each stock which is available to clients.
Pride is taken by the personnel at First State Investment Advisors in getting to know its clients in order to make them comfortable. This is what separates First State from other financial advisor tulsa. The competent customer service staff at the Firm treats people the way they would like to be treated. Come and get to know us by contacting a customer service representative and join our family who is ready to respond to your investment needs.
The retirement experts at First State Investment Advisors can explain several different employee benefit plan options to business owners. These are capable of improving employee retention, morale and loyalty. The most prominent ones are SIMPLE IRAs, Pension Plans, Simplified Employee Pension Plans and 401K plans. Any size of business can start these plans. For a business who has already started a retirement plan, the professionals at First State can evaluate and recommend ways to improve its performance. Suggestions can also be made by the Firm in ways to increase the operational efficiencies of a business which could lead to higher profits and positive cash flow.
The money managers at First State Investment Advisors make investment decisions which is aimed to bring confidence to you financial future. The advice given by this financial advisor Tulsa can be used by individuals, small business owners and larger corporations. When you go to the website www.firststate-ok.com or call a customer service representative at (918) 492-1361, a confidential appointment can be made at your convenience. Providing sound advice to start you on your way to financial peace of mind is the primary goal at First State Investment Advisors.