Financial Advisor Tulsa | Tailored Advice
This content was written for First State Investment Advisors.
An experienced financial advisor Tulsa can be reached when you contact a customer service representative for First State Investment Advisors by calling (918) 492-1361 or at their website www.firststate-ok.com. To achieve a secure financial future for you by using their over 45 years experience in evaluating investment portfolios and planning ways to improving performance. If you are just starting out in saving for your future, they can also devise an investment plan to meet your needs. First State also has an excellent customer service staff to answer any questions you may have about your investments.
A proprietary stock research department is of the utmost importance at First State Investment Advisors. It has developed over many years a protocol for projecting future prices of stocks by utilizing several economic predictable methods. The financial data of many high quality companies which is used in those price projections is constantly monitored and updated by a Certified Financial Analyst. From this research “Gold Chip” stocks are chosen for a diverse list of those that are appropriate for inclusion in client portfolios in order to maximize performance with reduced volatility. First State maintains comprehensive reports on each stock that are available to clients. You can receive a sample report upon request when making an appointment with the Firm.
At First State Investment Advisors, you will always know how you money is being invested and what stocks are in your portfolio. First State is separated from other financial advisor Tulsa in the way its staff interacts with clients. Time is taken to ensure the financial plan designed for your financial future is in line with expectations. Both the money managers and customer service personnel at the Firm wants you to have confidence you needs are being met.
The financial experts at First State Investment Advisors have the capability to help with a business owners employee benefit plan and finances. The money managers at First State will take the time to assess the assets in an employee retirement plan and then propose a way to improve the total return on investments. If a business owner is exploring ways to start a tax exempt employee benefit plan, the Firm’s staff will go over all options including Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401K Plans. The one most appropriate one can then be selected. To boost profits and positive cash flows for a business, recommendations can be made by the Firm’s advisors to improve operations.
Have you been trying to find a financial advisor Tulsa that can professionally manage your investments? First State Investment Advisors is ready today no matter the size of your portfolio. Schedule an appointment at www.firststate-ok.com or by calling a customer service representative at (918) 492-1361. The goal at First State is to help attain your future financial well being along with great customer care.