Financial Advisor Tulsa | Substantial Investment Advice From A Financial Advisor
This content was written for First State Investment Advisors.
Are you looking for a financial advisor Tulsa where you can get sound advice? First State Investment Advisors is the one you should consider. Scheduling an appointment with First State’s professional money managers by calling (918) 492-1361 or at www.firststate-ok.com is where you can receive an investment portfolio evaluation. With over 45 years of experience in both stock and bond markets, the principals of the Firm can form a plan for your financial future. The customer service at First State Investment Advisors is outstanding as they always put client concerns first.
First State Investment Advisors uses extensive stock research to form a high quality list of “Gold Chip” stocks that is used to make sound investment strategies. A Chartered Financial Analyst heads a research department that projects future stock prices in diverse industries with a system of predictable methods. A “Gold Chip” list is formed from this research which is the basis for sound investment strategies with the potential of above average total return on assets with reduced risk. Clients have available to them extensive stock reports on investments made in their portfolio. A report sample can be requested when you schedule your appointment with First State.
Time spent with clients is the best way First State Investment Advisors can get to know and connect with them as their financial advisor Tulsa. The first thing done when coming to your appointment at First State is understanding your situation on a personal level as well as on a financial level. A custom plan that gives you the best results possible is developed from this relationship which can meet your long range goals.
The exception investment advice given at First State Investment Advisors can be beneficial to business owners as well as individual investors. A business that would like to start a tax exempt employee retirement can be aided at First State in the selection of the best possible choice. These would include 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. An assessment of existing employee retirement plans can also be done by the Firm which can then manage them to improve their performance. Additionally, the money managers at First State Investment Advisors have the experience in recommending ways business operations can be streamlined to improve productivity and positive cash flow.
The professional money managers at First State Investment Advisors can advise you on the investment of your assets if you’ve been looking for a financial advisor Tulsa. No matter the size of your portfolio, the Firm can provide you great customer service and help attain your financial goals. Setting up an appointment is easy. Call a customer service representative at (918) 492-1361 or go to www.firststate-ok.com.