Financial Advisor Tulsa | You Can Find Creative Financial Advice
This content was written for First State Investment Advisors.
A knowledgeable financial advisor Tulsa can be contacted at First State Investment Advisors website www.firststate-ok.com or by calling a customer service representative at (918) 492-1361. Decisions have been made for over 45 years by the experienced money managers at the Firm in both the stock and bond markets. A comprehensive evaluation of your financial assets will be done at your confidential appointment at First State. A long term investment plan can then be tailored to meet your specific needs. First State Investment Advisors is where the future financial needs of clients are always considered with creative investment advice.
An excellent stock research department which is supervised by a Chartered Financial Analyst can be found at First State Investment Advisors. A variety of predictable methods have been created at First State that are used to project future stock prices over a wide range of stocks. From these top companies are compiled a list of their “Gold Chip” stocks which can be selected to build portfolios of clients that are well diversified. The potential of these portfolios is to generate above average price appreciation with reduced risk. The Firm produces an extensive study that is available to clients for each stock investment. Request a sample study when scheduling an appointment a one will be sent.
At First State Investment Advisors, long term plans are formulated to meet the financial needs of clients. The time spent by the money managers at this financial advisor Tulsa is the primary thing you will notice when coming to your first appointment. Getting to know you personally and financially before building an investment portfolio can bring you peace of mind. Contact First State Investment Advisors where your best interests are always kept in mind today.
In addition to individual investors, business owners can experience the sound financial advice offered at First State Investment Advisors. One benefit from First State is recommendations which increase positive cash flow and improve profit margins through operational efficiencies. Business owners can also be helped by the Firm if they want to expand employee benefits by starting tax exempt retirement plans such as 401K Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. The financial advisors at First State can explain the benefits of each and help select the best one that meets the needs of employees. First State Investment Advisors can also analyze and manage assets that are in established employee retirement plans.
Rest assured that at First State Investment Advisors you will find a financial advisor Tulsa that, no matter the size of your investment portfolio, can meet your long range financial goals. The money managers at First State have the ability to produce a reasonable rate of total return on the assets of both individuals and business owners. You can experience the personal touch at First State Investment Advisors of financial advisors and staff when calling a customer service representative at (918) 492-1361 or going to www.firststate-ok.com to schedule an appointment.