Financial Advisor Tulsa | The Financial Advisor That Is Attentive To Your Needs
This content was written for First State Investment Advisors.
When you are looking for a highly respected financial advisor, get in contact with First State Investment Advisors by calling (918) 492-1361 or looking at their website www.firststate-ok.com.
This financial advisor Tulsa has money managers with over 45 years of experience in assessing assets that are currently in your portfolio. They are also prepared to improve your long term financial outlook with their investment advice. The “Gold Chip” list of high quality stocks developed from extensive research at First State Investment Advisors forms a basis for a sound investment strategy.
First State is separated from other financial advisor Tulsa in that each client is welcomed in as part of a family. A customer service program is undertaken by each employee to ensure interactions with clients will be done with great respect. We strive to give clients the highest level of customer service and provide a comfortable environment in which clients can find confidence in First State’s investment strategies. This helps us to create a customized investment plan for you.
Stocks that are included on a select list for investment are in several industry sectors which have this diversification reduces volatility and produces above average return on investments. The research department at First State Investment Advisors is headed by a Chartered Financial Analyst maintains a system which uses a wide range of predictable methods to projects the future prices on these stocks. The clients of First State are provided an extensive report on their individual stock investments on request. A quarterly portfolio report is also sent to the Company’s clients which includes the assets in their accounts and their performance.
Not only does First State Investment Advisors give exceptional advice to individuals, the Firm also does the same for the business owner. Businesses can be aided by the Company to select the best possible vehicle for employee retirement plans such as 401k Plans, Pension Plans and Simplified Employee Pension Plans. Recommendations can also be made for a business that already has a retirement plan established. The experienced money managers at First State Investment Advisors can help improve the profitability and positive cash flow for the business owner.
Remember, the clients best interests are also kept in mind by the money managers at First State Investment Advisors. Call today a customer service representative at (918) 492-1361 or go to the website www.firststate-ok.com to schedule a comprehensive and confidential evaluation of your investment portfolio if you are needing a financial advisor Tulsa. First State considers the suitability of each investment decision based on the clients long term financial goals. The Company’s asset managers are looking forward to meeting you.