Financial Planner Tulsa | Balanced Planning
This content was written for First State Investment Advisors.
Anyone looking for a highly respected and competent financial planner Tulsa can contact First State Investment Advisors by calling (918 ) 492-1361 or going to its website at www.firststate-ok.com. First State’s financial planners are there to assess your current portfolio assets and to give you advice that is designed to improve your long term outlook financially. The Company has provided these services for over 45 years and with that extensive experience has developed an excellent research department which provides many investment opportunities.
First State Investment Advisors has an outstanding reputation for its own extensive and unique research capabilities. In order to find suitable stock investments for clients, First State utilizes multiple economic models to project future stock prices and maximize portfolio diversification. This research is constantly updated with the current financial information from a wide range of companies by a Chartered Financial Analyst. A selection of stocks is made that are included on a “Gold Chip” list that meets the needs of clients. Extensive reports are maintained for these companies and are made available to clients on request.
An important thing that distinguishes First State Investment Advisors from any other financial planner Tulsa is the relationship it develops with you. First State will listen to your financial goals and aspirations in order to develop a customized investment plan to meet them. The Company’s customer service representatives are also second to none and have a wealth of experience with which they can meet the needs of their clients to ensure they are comfortable in any situation.
Advice can also be provided to business owners by First State Investment Advisors that would like to explore the investment that can be made in retirement plans for employees. First State has significant experience in forming employee benefit plans such as 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. For those business owners that have existing plans, a financial planner at First State will be glad to evaluate and manage them. The benefits to the business owner is greater employee stability and loyalty. The experts at First State Investment Advisor can also review the operational aspect of a business and recommend ways to increase positive cash flow and profitability.
The investment decisions made by the money managers at First State Investment Advisors are always done in the best interests of their clients. The comprehensive investment plan you can receive at this financial planner Tulsa is developed to secure a sound financial future. So to begin this process call a customer service representative at (918) 492-1361 or go to the First State’s website at www.firststate-ok.com and schedule an appointment today.