Financial Advisor Tulsa | The Investment Advisor With Meticulous Financial Advice
This content was written for First State Investment Advisors.
Looking for a competent financial advisor with meticulous investment advice? The one you should consider is the financial advisor Tulsa First State Investment Advisors. The money managers at First State for over 45 years have been making stock and bond market decisions. A comprehensive review of your current financial portfolio can be scheduled when you call First State at (918) 492-1361 or going to the website www.firststate-ok.com. A long term financial plan can be formulated when taking advantage of the Company’s extensive expertise. The primary concern at First State Investment Advisors is the financial needs of each client.
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.
The research department at First State Investment Advisors has developed proprietary methods for evaluation of high quality stocks. First State’s Certified Financial Analyst oversees the development and maintenance of a wide range of predictable methods used to project future stock prices. A “Gold Chip” list of stocks that meet a rigorous criteria for suitability in client portfolios possesses a high degree of diversification which lowers volatility and produces an above average rate of total return. Information on each stock is constantly updated and extensive reports can be requested from this financial advisor Tulsa by its clients. You can contact First State for a sample stock report when scheduling an appointment at (918) 492-1361 or at www.firststate-ok.com.
Not only does First State Investment Advisors give exceptional advice to individuals, the financial advisor Tulsa 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.
The main priority at First State Investment Advisors is making sound investment decisions to attain a secure financial future for clients. A goal of this financial advisor Tulsa is to provide a realistic rate of investment return to both business owners and clients. A confidential appointment can be scheduled when you reach a customer service representative at (918) 492-1361 or go to the website www.firststate-ok.com. Schedule your appointment today to take advantage of the exceptional customer service and sound financial advice provided by First State Investment Advisors.