Financial Planner Tulsa – Advice For Astounding Results
This content was written for First State Investment Advisors.
Looking for a competent financial planner Tulsa? The one you should consider is First State Investment Advisors. The money managers at First State for over 45 years have been making stock and bond market decisions. A comprehensive review of your current financial portfolio can be scheduled when you call First State at (918) 492-1361 or going to the website www.firststate-ok.com. A long term financial plan can be formulated when taking advantage of the Company’s extensive expertise. The primary concern at First State Investment Advisors is the financial needs of each client.
This research department at First State Investment Advisors is done under the supervision of a Chartered Financial Analyst who collects, maintains and continually updates financial information used to project future stock prices. The stocks deemed appropriate for investment by First State are used to develop a “Gold Chip” selected list that provides proper diversification which lowers portfolio volatility and improves stock price appreciation. First State issues quarterly portfolio reports to clients showing their investments, performance and expected dividend income.
The interaction between First State Investment Advisors and its clients is what separates it from other financial planner Tulsa. The most important aspect for First State is listening to our clients to insure the customized long term financial plan developed for them meets their needs. The Company also strives to provide excellent customer service so that clients get the best experience possible. Our experienced employees have been trained to provide the highest level of customer service.
Sound financial planning from First State Investment Advisors can not only be given to individuals but can also be useful for business owners. Money managers at First State are able to help set up employee retirement plans including 401k Plans, Simplified Employee Pension Plans, Pension Plans and SIMPLE IRA Plans. First State can also evaluate established retirement plans and manage the plans for a reasonable rate of total return. The Company can also give suggestions to business owners in ways to increase their positive cash flow and profitability.
The main priority at First State Investment Advisors is making sound investment decisions to attain a secure financial future for clients. A goal of this financial planner Tulsa is to provide a realistic rate of investment return to both business owners and clients. A confidential appointment can be scheduled when you reach a customer service representative at (918) 492-1361 or going to the website www.firststate-ok.com. Schedule your appointment today to take advantage of the exceptional customer service and sound financial planning provided by First State Investment Advisors.