Financial Advisor Tulsa | Solid Advice

This content was written for First State Investment Advisors.

Everyone who needs the appropriate advice from a financial advisor Tulsa for their professional money management should get in touch with First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361. You will be able to receive a comprehensive evaluation of your investments when scheduling an appointment. The financial experts at First State, with over 45 years of experience in both the bond and stock markets, can then formulate a financial plan aimed at fulfilling your future financial goals. So schedule an appointment today by contacting a customer service representative at First State Investment Advisors.

First State Investment Advisors has developed its own extensive research capabilities to evaluate a great range of high quality stock, which is unusual for a financial advisor Tulsa. Developed and maintained by a Certified Financial Analyst, this research utilizes multiple economic indicators to project future stock prices and maximize portfolio diversification. A list of stocks that can be included in client portfolios due to their suitability is then selected. These “Gold Chip” stocks provide an opportunity to ameliorate investment risk while providing an above average total return on investment. A sample report on these stocks can be requested when an appointment is scheduled at First State.

First State Investment Advisors is different from other advisors is exemplified by the interaction between its staff and money managers with clients. One way First State separates itself is the high level of customer service and the utmost respect clients receive. Any financial advice you might need will be met and no question concerning your investments is unimportant. Begin experiencing the difference at First State Investment Advisors by scheduling an appointment by calling (918) 492-1361 or at www.firststate-ok.com.

First State Investment Advisors not only caters to individual clients but also to business owners. Advice can be given by the financial advisors at First State on the providing of tax deferred investment opportunities such as 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans to employees. These can be used by the business owner to inspire employee morale, loyalty and retention. For those businesses that already have in place retirement plans, First State can evaluate and manage those plans. Suggestions can also be made by the Firm to increase profits and positive cash flows from operational efficiencies.

To bring peace of mind by putting your financial assets in order, now is the time to contact First State Investment Advisors. Both business owners and individual investors can attain reasonable investment objectives from this financial advisor Tulsa. To set up a confidential appointment, a customer service representative is available to take your call at (918) 492-1361 or you can go to the Firm’s website at www.firststate-ok.com.