Financial Advisor Tulsa | Substantial Advice
This content was written for First State Investment Advisors.
A knowledgeable financial advisor Tulsa can be contacted at First State Investment Advisors website www.firststate-ok.com or by calling a customer service representative at (918) 492-1361. Decisions have been made for over 45 years by the experienced money managers at the Firm in both the stock and bond markets. A comprehensive evaluation of your financial assets will be done at your confidential appointment at First State. A long term investment plan can then be tailored to meet your specific needs. First State Investment Advisors is where the future financial needs of clients are always considered.
In-house research methods have been developed at First State Investment Advisors to evaluate stocks that meet the investment needs of clients. These methods have been developed and maintained by a Certified Financial Analyst at the Firm. Using several predictable methods, future stock prices of a great many stocks can be projected. From these results a list of high quality “Gold Chip” stocks can be selected and used to meet the needs of clients. The diversified portfolios built from this list have the potential of above average price appreciation while limiting downside risk. Extensive research reports for each stock on the list are available to clients and a sample can be sent when requested upon scheduling an appointment.
At First State Investment Advisors, long term plans are formulated to meet the financial needs of clients. The time spent by the money managers at this financial advisor Tulsa is the primary thing you will notice when coming to your first appointment. Getting to know you personally and financially before building an investment portfolio can bring you peace of mind. Contact First State Investment Advisors where your best interest is always kept in mind today.
Recommendations are available for business owners at First State Investment Advisors who want to begin providing tax exempt employee benefit plans in order to improve morale and retention. The choices include Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401K Plans. First State’s retirement plan experts can not only initiate these plans but can also evaluate and manage existing plans to improve their performance. Business operations can also be analyzed at First State Investment Advisors and suggest ways to increase positive cash flow and profits.
Rest assured that at First State Investment Advisors you will find a financial advisor Tulsa that, no matter the size of your investment portfolio, can meet your long range financial goals. The money managers at First State have the ability to produce a reasonable rate of total return on the assets of both individuals and business owners. You can experience the personal touch at First State Investment Advisors of financial advisors and staff when calling a customer service representative at (918) 492-1361 or going to www.firststate-ok.com to schedule an appointment.