Financial Advisor Tulsa | Unique Advice
This content was written for First State Investment Advisors.
Turn to First State Investment Advisors if you’ve been searching for a highly respected and competent financial advisor Tulsa. Contact them at www.firststate-ok.com or call (918) 492-1361. First State’s professional money managers assess your current investment porfolio and then propose ways to improve your long term financial outlook. The mainstay of the Firm for over 45 years is the sound financial advice associated with knowledgeable money management. To schedule an appointment, contact a customer service representative to start your way to a firm financial future.
A variety of predictable calculations to evaluate financial information for stocks have been developed by the research department at First State Investment Advisors. The data for a large universe of stocks is monitored by a Certified Financial Analyst and used to project their future prices. From these projections, a diversified list of high quality “Gold Chip” stocks is selected that are suitable of client portfolios. Providing stocks with the potential for low volatility and above average price appreciation is the focus of the list. For clients that are interested in seeing how judgements are made, extensive reports are maintained for each stock on the selected list and are available on request.
Ready to start a relationship with a financial advisor Tulsa as an investor where you can receive a recommendation on a personalized investment plan? First State Investment Advisors is the one you should contact to schedule a confidential appointment. A well trained customer service representative will give you the treatment you deserve and is able to answer many questions you may have about your portfolio of investments.
First State Investment Advisors can also provide business owners with expert advice that works and not just individual investors. First State’s money managers can assist businesses when they want to establish a tax exempt employee benefit plan including 401K Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. Appraisals can also be made by the Firm’s retirement experts for those that may already be in place with a proposal on how they be better managed. Operations of a business can also be assessed and suggestions can be made at First State Investment Advisors to increase productivity and higher positive cash flow.
An investor can take advantage of the wisdom provided by a financial advisor Tulsa at First State Investment Advisors who has any amount of investments. First State’s primary objective is to provide clients a reasonable rate of total return with suitable advice in large cap stocks. Investment decisions by the financial experts at the Firm are made to obtain a secure financial future with the clients best interests. Going to www.firststate-ok.com or calling First State Investment Advisors at (918) 492-1361 can help you receive your financial peace of mind.