Financial Advisor Tulsa | You Can Be Enlightened By A Financial Expert
This content was written for First State Investment Advisors.
Anyone can look to First State Investment Advisors if needing sound investment advice from a financial advisor Tulsa. First State’s professional money managers, who have been in the business for over 45 years, are able to assess the current investments in your portfolio. A detailed plan can then be laid out for your future financial needs. A customer service representative is ready to take your call at (918) 492-1466 to schedule an appointment or you can go to the Firm’s website at www.firststate-ok.com to connect with an advisor that always puts the client first.
A unique stock research system has been developed for First State Investment Advisors by the Firm’s Chartered Financial Analyst that generates suitable investments suitable for clients. Future stock prices are forecast using multiple economic factors over many industries. A list of high quality “Gold Chip” stocks is then selected in order to provide above average total return on investment. A significant degree of diversification also reduces the down side risk. Access is given to clients to an extensive report of any stock included in their portfolio so that First State can pass on to them considerable knowledge. Sample stock reports are available to anyone interested in scheduling an appointment with First State Investment Advisors.
It can be difficult in finding a financial advisor Tulsa that takes a personal interest in meeting the needs of clients. That would be First State Investment Advisors. We take the time to get to know your future investment expectations and devise a plan you’re comfortable with to meet those expectations. You will also feel at home with the courteous customer service received at the First State. Our goal is to show how your money can work for you when investing in the stock market.
First State Investment Advisors can also give excellent financial advice to business owners who provide employee benefit plans and can make suggestions to improve their business model. The proficient business experts at First State can recommend ways to streamline operations to improve profitability and positive cash flow. The Firm’s money managers can also suggest ways to produce above average total returns on current tax exempt employee retirement plans. They also can advise business owners who want to start these plans such as 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans which can lead to higher employee loyalty and retention.
To find peace of mind from a financial advisor Tulsa, contact First State Investment Advisors at (918) 492-1361 or at its www.firststate-ok.com website. First State offers individuals and business owners superb advice on how to make their investment objectives materialize. You will feel the difference of a conscientious effort to make you feel satisfied with the investment advice and customer service you get at First State Investment Advisors.