Financial Advisor Tulsa | Rigorous Advice
This content is written for First State Investment Advisors.
The financial advisor Tulsa you should contact is First State Investment Advisors for competent financial planning and advice. Scheduling an appointment with a customer service representative at (918) 492-1361 or by going to www.firststate-ok.com can lead you to long term financial security. Using their over 45 years of experience in stock and bond markets, First State’s investment professional will evaluate your current assets. This assessment provides the basis for the development of a comprehensive plan that meets your future financial needs. A session with the Firm can start you on the way today.
Research into high quality stocks is extremely important at First State Investment Advisors in forming the basis for making appropriate investments for clients. To that end, a strong stock research department has been developed under the supervision of a Certified Financial Analyst. The stock analysis uses several predictable methods to discover those that are appropriate for inclusion in client accounts. These are placed on a select “Gold Chip” diversified list of stocks that are projected to produce above average total return on investment and limit risk. Meticulous reports on these stocks are kept at First State and are available for review by clients. A sample can be sent to you upon making an appointment with the Firm.
To make you comfortable with the investment philosophy at First State Investment Advisors, the staff always likes to get to know clients on a personal level. This is to ensure you are comfortable with the financial plan this financial advisor Tulsa can design specifically to meet your financial goals. Any questions you may have about your investments will always be answered. There will also always be an account specialist available to meet any need you might have.
Other entities beside individual investors are helped at First State Investment Advisors. When business owners develop retirement plans such as 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans, employees can also benefit. The financial advisors at First State can recommend which of these tax exempt plans is best suited for a business. For a business which currently has a employee benefit plan, the money managers at the Firm can evaluate its assets and propose managing it for a higher total return. Recommendations can also be made by the financial advisors at First State to improve a business’s profitability and positive cash flow.
Looking for a professional financial advisor Tulsa to manage the assets in your investment portfolio? No matter the size of your portfolio, First State Investment Advisors is the first you should call. You can schedule an appointment by call a customer service representative at (918) 492-1361 or contacting them at www.firststate-ok.com. Your financial security along with great client service are the primary goals at First State