Financial Planner Tulsa | Advisor Attentive To You Needs
This content was written for First State Investment Advisors.
A knowledgeable financial planner Tulsa can be contacted at First State Investment Advisors by calling (918) 492-1361 or going to www.firststate-ok.com. The experienced money managers at First State have make investment decisions in both stocks and bonds for over 45 years. By scheduling an appointment with a customer service representative, you will receive a comprehensive evaluation of your financial assets. A long term investment plan can then be developed. The client’s future financial needs are always considered at First State.
A Chartered Financial Analyst supervises an excellent research department at First State Investment Advisors which uses a variety of predictable methods to project the future prices of a wide range of stocks. The top companies are placed on a “Gold Chip” list of stocks which are used to build for their clients a well diversified portfolio. This portfolio is expected to provide the potential for above average stock appreciation with reduced volatility. An extensive study is produced on each investment stock like no other financial advisor Tulsa. First State makes them available to their clients and a sample report can be requested when you call (918) 492-1361 or go to www.firststate-ok.com.
A long term plan to meet the financial needs of clients can be formulated for you at First State Investment Advisors. This financial planner Tulsa is ready to schedule an appointment today when you call (918) 492-1361 or go to www.firststate-ok.com and speak with a customer service representative. The result could be the start of building a portfolio of investments to bring you financial security and a realistic rate of return which can bring you peace of mind. Call First State Investment Advisors today where the client’s best interest are always kept in mind.
Individual investors are not the only ones that can experience the sound financial advice given at First State Investment Advisors. Business owners can also benefit from recommendations from First State to increase positive cash flow and improved profitability. Business owners can also be helped by the Company in setting up employee retirement plans such as SIMPLE IRAs, Pension Plans, 401k Plans and Simplified Employee Pension Plans. First State Investment also has expertise in evaluating established employe retirement plans and manage them for above average growth over the long term.
To meet your long range investment goals, you can rest assured First State Investment Advisors as a financial planner Tulsa will be there no matter the size of your financial assets. First State has exhibited the ability to both businesses and individual investors in producing a reasonable rate of return on conservative investing in the stock of high quality companies. You can experience a personal touch from the knowledgeable money manages and outstanding customer service representatives when contacting First State Investment Advisors at www.firststate-ok.com or calling (918) 492-1361.