Financial Advisor Tulsa | Vital Financial Advice
This content was written for First State Investment Advisors.
Turn to First State Investment Advisors if you are 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 will assess your current investment portfolio 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.
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” lists 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.
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.
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 can be suit a business interested in starting one. These include 401K Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans.
An investor who has any amount of assets can take advantage of the wisdom provided by a financial advisor Tulsa at First State Investment Advisors. 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.