Financial Planner Tulsa | Advisor That Gives Atypical Advice
This content was written for First State Investment Advisors.
You can be introduced to a competent financial planner Tulsa when contacting First State Investment Advisors. Investment decisions in both the stock and bond markets have been made by the experienced money managers at First State for over 45 years. Investors can take advantage of their expertise by calling (918) 492-1361 or going to the website www.firststate-ok.com to schedule an appointment. Your current financial condition will undergo an extensive evaluation in preparation for the development of a comprehensive long term financial plan. You will also experience the firm’s excellent customer service.
Unique evaluation methods which are meant to meet client portfolio standards have been developed for stocks at the research department of First State Investment Advisors. The Chartered Financial Analyst at the Firm has compiled and maintains financial information for stocks to compile multiple predictable methods used to project their future prices. A selected list of “Gold Chip” quality stocks suitable for client portfolios is used to provide above average total return on investments and lower volatility through diversification. An in-depth report on each investment stock is available for clients. A sample report can be requested when you contact First State Investment Advisors.
Investors can set up an appointment with First State Investment Advisors by going to www.firststate-ok.com or calling a customer service representative at (918) 492-1361. Sound advice can be received at First State for your long range financial needs. The insight that is obtained from clients by the Company is used to customize a portfolio to meet their expectations of a reasonable rate of return on their financial assets. Call the financial planner Tulsa today and let First State Investment Advisors schedule an appointment.
Individual investors are not only benefited by the financial advice given by First State Investment Advisors but also for employee retirement plans used by business owners. Recommendations can be made by First State’s advisors to be used for implementing Pension Plans, 401k Plans, SIMPLE IRAs and Simplified Employee Pension Plans. For plans already in existence, First State can evaluate and manage them as well. This can have a great affect on employee loyalty and morale for businesses. Improvement in a businesses operations can also be suggested by First State Investment Advisors to improve profitability and positive cash flow.
The priority at First State Investment Advisors is giving clients sound financial planning advice in order to instill confidence in their investment future. You can get in touch with a financial planner Tulsa at First State by calling (918) 492-1361 or going to www.firststate-ok.com to begin the process of improving the financial prospects of business owners and individuals alike. So get in touch today with a customer service representative and schedule an appointment.