Financial Advisor Tulsa | Unequaled Financial Advice
This content was written for First State Investment Advisors.
A competent and highly respected financial advisor Tulsa can be found at First State Investment Advisors by calling (918) 492-1361 or accessing their website at www.firststate-ok.com. You can schedule an appointment with a customer service representative and receive a complete evaluation of your investment portfolio. This will be done by an experienced financial advisor who will then be able to suggest an investment plan to improve your financial outlook. Sound financial advice and outstanding customer service has been provided to clients at First State for over 45 years.
A well-qualified Chartered Financial Analyst is the head of stock research at First State Investment Advisors. As such he maintains and constantly updates current financial information used in various predictable methods which forecasts the future price of a wide range of stocks. From these are selected stocks in several industries which are of high quality to be included on a “Gold Chip” list. Stocks which are determined to be suitable are then chosen from this diversified list to be included in client portfolios in order to meet their investment needs. The objective is to produce above average total investment return with lower volatility. Clients have available in-depth reports on each selected list stock and a sample can be sent upon request.
As a financial advisor Tulsa, First State Investment Advisors strives to make sure you feel like part of a family by taking the time to get to know you. The goal at First State is to not only take care of your money but to also meet any other investment needs you might have. To discover your future financial requirements, the Firm takes as much time needed to discover your long term investment goals. Begin your road to financial well-being by coming to First State Investment Advisors today.
First State Investment Advisors is able to meet the needs of business owners in addition to individual investors. Recommendations can be made by First State in reference to the operational aspect of a business that could lead to higher profitability and greater positive cash flow through more efficient means. The financial advisors at the Firm also can make suggestions to business owners on how they can attain higher employee morale, loyalty and retention by offering employee benefit plans. This can come from SIMPLE IRAs, Pension Plans, Simplified Employee Pension Plans and 401K plans. Additionally, the financial experts at First State Investment Advisors can evaluate and manage plans that are already in place in order to improve their performance.
The best interest of clients is always kept in mind at First State Investment Advisors. A customer service representative at this financial advisor Tulsa can schedule a confidential appointment when you call (918) 492-1361 or go to the website www.firststate-ok.com. Providing clients professional investment advice is the primary mission at First State in order to meet their expectations.