Financial Advisor Tulsa | The Most Appropriate Advice From An Investment Advisor
This content was written for First State Investment Advisors.
You should call the financial advisor Tulsa First State Investment Advisors for competent investment advice at (918) 492-1361 or find the Firm’s website at www.firststate-ok.com. Investment professionals at First State will use their over 45 years of experience in the stock and bond markets to evaluate your current financial situation and propose a strategic plan to meet your future financial needs. You can speak with a knowledgeable customer service representative and set up a confidential appointment for appropriate advice.
Stock research at First State Investment Advisors is of the utmost importance in making investment decisions. Under the supervision of a Chartered Financial Advisor who is constantly updating information critical to the process of making sound financial investments an evaluation protocol has been developed. A regimented list of criteria is used to select high quality “Gold Chip” companies whose stock can be included in client assets. Portfolio diversification is also a high priority which maximizes performance and volatility. Quarterly reports are provided to clients showing their stock investments, portfolio performance and yearly dividend income.
Go to the First State Investment Advisors website www.firststate-ok.com or call (918) 492-1361 if you are looking for a financial advisor Tulsa for the highest level of customer service. The Firm’s personnel are trained extensively in providing straightforward answers to any questions clients may have about their investments. They also strive to make any interactions with clients a pleasant experience. So schedule an appointment and discover the personal touch you will receive at First State.
Other entities that can receive help at First State Investment Advisors besides individual investors are business owners. The Firm can help improve for a business employee loyalty and retention by starting a tax deferred retirement plan for them. Several to choose from including Pension Plans, Simplified Employee Pensions Plans, 401k Plans and SIMPLE IRAs. The retirement experts at First State can also analyze and manage any of these plans that may be in place. To increase positive cash flow and profits, a business owner can also receive suggestions on streamlining operations from First State Investment Advisors.
For those who have been needing a financial advisor Tulsa to manage your portfolio of financial assets, look no further than First State Investment Advisors no matter the size of your portfolio. Your best interests can be met by calling a customer service representative at (918) 492-1361 or going to the website www.firststate-ok.com to schedule an appointment. To bring you peace of mind, First State’s goal is to provide your long term financial security as well as first class customer.