Financial Advisor Tulsa | The Financial Expert With Proprietary Advice
This content was written for First State Investment Advisors.
Look no further than First State Investment Advisors if you have been searching for a knowledgeable financial advisor Tulsa. They can be reached by calling (918) 492-1361 or going to the website www.firststate-ok.com. The investment professionals at First State are able to undertake an extensive evaluation of your financial assets. This evaluation is the basis upon which suggestions will be made on leading you to financial security. A great time to schedule a meeting with the staff at First State Investment Advisors is now so make the call today.
Research on high quality stocks is done in house which is extremely important in that it forms the foundation for making investment decisions. Predictable methods have been developed over a 45 year period used to evaluate a wide selection of large cap stocks representing several industries. A Chartered Financial Analyst closely monitors and updates financial information for these companies which is used to project their future stock prices. A “Gold Chip” list of stocks is then selected from this wide array of companies which meets the criteria to be included in client portfolios. These stocks are chosen for their potential for above average long term price appreciation and lower volatility through diversification. Each stock on this select list has an expansive report on file that can be requested by clients.
First State Investment Advisors is a financial advisor Tulsa that has pride in the interactions it has with clients. First State develops this personal relationship because there is nothing more important than getting to know their long term financial needs. Clients will experience the outstanding treatment provided by the staff of First State Investment Advisors the moment they come in for their first meeting.
Other entities beside individual investors can be helped by First State Investment Advisors such as business owners. Means can be suggested by the Firm’s financial consultants that can improve the operational productivity of business which can increase profits and positive cash flow. Employee benefit programs can also be analyzed by First State’s money managers that could improve the total return on investments. Suggestions can also be made at First State Investment Advisors on the best tax exempt employee retirement plans that suit a business interested in starting one. These include 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans.
Are you currently searching for a financial advisor Tulsa to professionally manage your investment assets? First State Investment Advisors is the one so you will have to look no further. Call them at (918) 492-1361 or go to their website at www.firststate-ok.com to schedule a confidential appointment. Providing great customer service along with a secure financial future for its clients is the goal at First State. Now is the time to come in and experience the personal touch at First State Investment Advisors.