Financial Planner Tulsa | Awesome Planning
This content was written for First State Investment Advisors.
For a competent financial planner Tulsa, First State Investment Advisors is the one you should consider. The financial planning experience at First State has been gained for over 45 years in both the stock and bond markets. You can access this extensive knowledge by scheduling an appointment by calling the Firm at (918) 492-1361 or going to www.firststate-ok.com to have a thorough evaluation of your current financial assets. Their money managers can then provide you with a comprehensive plan to attain your future financial goals. The needs of the client at First State Investment Advisors are always its primary concern.
A primary importance at First State Investment Advisors is doing exceptional stock research. Its stock research department uses a proprietary system of predictable methods to project future stock prices on a wide range of high quality stocks. The system is constantly updated and maintained by the Firm’s own Chartered Financial Analyst. The research is provided to First State’s professional financial planners with the production of a “Gold Chip” list of selected stocks in diversified industries. Performance is maximized and risk is limited by this list. Clients can receive an extensive report on each stock in their portfolio and a sample one will be sent on request.
First State Investment Advisors takes pride in is taking the time to get to know its clients and making them feel comfortable in working with its personnel. This separates it from other financial planner Tulsa firms. First State likes to treat people the way it would like to be treated with competent customer service. When you get in contact with First State Investment Advisors, a well trained and experienced customer service representative is ready to respond to your needs. So come and get to know us.
The help received from First State Investment Advisors can benefit business owners as well as individuals. The experienced financial planners at First State are there to develop plans for the benefit of employees such as 401k Plans, Pension Plans, Simplified Employee Pension Plans and Simple IRAs. These types of plans that are already in place can also be evaluated and managed at First State. The financial planners at the Firm can also recommend ways to improve business operations which would increase positive cash flow and profitability.
The investment decisions made by the money managers at First State Investment Advisors is aimed to instill confidence in your financial future. This financial planner Tulsa gives advice to individuals, small business owners and larger corporations. A confidential appointment can be made when to go to the website www.firststate-ok.com or calling (918) 492-1361 to talk to a customer service representative. The primary goal at First State Investment Advisors is to provide sound advice and start you on your way to financial security and peace of mind.