Financial Advisor Tulsa | Serious Advice
This content was written for First State Investment Advisors.
As a financial advisor Tulsa, First State Investment Advisors is the one you should call at (918) 492-1361 or go to their website www.firststate-ok.com to schedule an appointment. First State is a reputable money manager and has provided professional investment advice in both the stock and bond markets for over 45 years. The Firm’s clients have also experienced outstanding assistance from its customer service department. To have your financial assets evaluated, come by First State Investment Advisors today and begin achieving your long term financial goals.
As an unique financial advisor Tulsa, First State Investment Advisor has built an extensive research platform to evaluate stocks suitable for client accounts. The research department is overseen by a Certified Financial Analyst who projects future stock prices for client portfolio investment decisions by generating a variety of economic predictable methods. Extensive reports are maintained on stocks that have been selected for a high quality “Gold Chip” list that are made available to clients. A sample report will be sent on request to anyone that schedules an appointment with First State.
What separates First State Investment Advisors from others in the field is the interaction its money managers have with clients. As much time that is needed is taken to get to personally know each one at First State in order to realize their financial goals. The Firm’s employees that provide its customer service also have extensive experience in handling any client problems. The goal for everyone at First State Investment Advisors is to make sure every client is comfortable their investments.
For business owners, First State Investment Advisors can make recommendations on a range of topics that can include employee tax exempt benefits and operational efficiencies. The evaluation and management of employee retirement plans are a specialty at First State. Its benefit experts can suggest plans such as Pension Plans, Simplified Employee Pension Plans, 401K Plans and SIMPLE IRAs. The investment growth in these plans can reward a business owner with greater employee morale, loyalty and retention. First State Investment Advisors can recommend on the operational side ways to increase positive cash flow and improve productivity.
A result of planning your financial future with First State Investment Advisors is bringing peace of mind. The management of investment assets by this financial advisor Tulsa with the knowledge and competency of its money managers is available for business owners as well as individuals. The outstanding investment advice and customer service at First State makes clients feel comfortable their financial needs are being met. To schedule an appointment, a customer service representative is ready to take your call at (918) 492-1361 or you can contact them at www.firststate-ok.com.