Financial Planner Tulsa | Advice From An Astute Advisor
This content was written for First State Investment Advisors.
Call First State Investment Advisors at (918) 492-1361 or go to www.firststate-ok.com today if your are requiring a professional money manager for your financial assets. This financial planner Tulsa can provide a comprehensive review of your current financial status and formulate a financial plan for your long range goals. With over 45 years of investment knowledge, First State’s experienced money managers can recommend for your investment portfolio sound financial advice. The Company uses sophisticated research on stocks and bonds to develop investments suitable to meet the needs of its clients.
The research department at First State Investment Advisors has developed proprietary methods for evaluation of high quality stocks. First State’s Chartered Financial Analyst oversees the development and maintenance of a wide range of predictable methods used to project future stock prices. A “Gold Chip” list of stocks that meet a rigorous criteria for suitability in client portfolios possesses a high degree of diversification which lowers volatility and produces an above average rate of total return. Information on each stock is constantly updated and extensive reports can be requested from the firm by its clients. You can contact First State for a sample stock report when scheduling an appointment at (918) 492-1361 or at www.firststate-ok.com.
At First State Investment Advisors, what makes us different from the other financial planner Tulsa is the effort made in getting to know clients and their financial needs. First State believes that is the best way to customize a financial plan that meets their expectations. The Company wants to make sure the interactions between clients and its staff is the best experience possible.
The staff at First State Investment Advisors have extensive experience in making sure clients are pleased with their customer service.
Both the operations and employee retirement plans of business owners can benefit from the advice given by First State Investment Advisors. The Firm can help form plans such as Pension Plans, Simplified Employee Pension Plans, Simple IRA Plans and 401k Plans. This advice can be given to any size of business. First State also has excellent experience in evaluating established employee retirement plans and managing them in the future. Suggestions from First State can improve profitability and increase the positive cash flow for business owners.
The best interest of the clients are always considered by the money managers at First State Investment Advisors. The providing of appropriate financial advice to clients is the main objective of financial planner Tulsa. This is aimed to bring peace of mind to clients by attaining their long range financial goals. You can start a promising financial future by contacting a customer service representative at (918) 492-1361 or going to www.firststate-ok.com.